PCA Investment Advisory Services Inc. - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 210 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PCA Investment Advisory Services Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,009,238
-1.7%
66,752
+1.2%
1.43%
+17.4%
Q2 2023$2,043,964
+21.1%
65,934
+15.1%
1.22%
+2.2%
Q1 2023$1,688,16957,2841.19%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 589,743$17,627,0008.56%
Schoolcraft Capital LLC 772,391$23,086,7797.83%
Jordan Park Group LLC 2,637,935$78,848,0006.11%
DB Wealth Management Group, LLC 218,966$6,545,0004.67%
Wealthgate Family Office, LLC 56,290$1,683,0004.48%
Verde Capital Management 277,253$8,287,0004.03%
Avestar Capital, LLC 507,381$15,166,0003.86%
RiverFront Investment Group, LLC 3,059,046$96,349,0003.61%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,994,685$59,621,0003.53%
WESCAP Management Group, Inc. 296,511$8,862,0003.39%
View complete list of ISHARES TR shareholders