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 ↓
Mercer Investments LLC 2,284,517$54,782,711,00063.81%
Alliance Wealth Management Group 563,464$13,505,0009.50%
HARVEST CAPITAL MANAGEMENT INC 625,567$15,001,0007.02%
COLDSTREAM CAPITAL MANAGEMENT INC 1,130,505$27,110,0004.80%
Wharton Business Group, LLC 1,184,795$28,411,0003.36%
WESCAP Management Group, Inc. 273,019$6,547,0003.23%
BOK Financial Private Wealth, Inc. 809,657$19,416,0003.09%
Montecito Bank & Trust 264,384$6,339,0002.68%
CETERA INVESTMENT MANAGEMENT LLC 149,747$3,591,0002.12%
Hirtle Callaghan & Co LLC 463,364$11,111,0002.06%
View complete list of ISHARES TR shareholders