PFS Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 221 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PFS Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,912
-1.1%
263
+1.9%
0.01%0.0%
Q2 2023$7,9982580.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Mercer Investments LLC 794,521$8,284,015,00022.34%
Private Vista, LLC 1,820,031$54,027,00016.22%
PARK AVENUE SECURITIES LLC 1,858,982$55,360,00014.34%
HARVEST CAPITAL MANAGEMENT INC 1,114,092$33,072,00012.49%
Syntal Capital Partners, LLC 1,141,787$34,247,00010.47%
Horan Capital Advisors, LLC. 857,510$25,456,0008.28%
Ally Financial Inc. 1,030,000$30,576,0005.90%
WESCAP Management Group, Inc. 492,003$14,605,0005.76%
COLDSTREAM CAPITAL MANAGEMENT INC 1,667,642$49,504,0005.37%
FIRST HAWAIIAN BANK 1,289,385$38,275,0004.85%
View complete list of ISHARES TR shareholders