ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 196 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $336,852 | -9.7% | 12,476 | 0.0% | 0.03% | -16.1% |
| Q3 2022 | $373,000 | -6.0% | 12,476 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $397,000 | -6.1% | 12,476 | 0.0% | 0.03% | +14.3% |
| Q1 2022 | $423,000 | -4.1% | 12,476 | 0.0% | 0.03% | -15.2% |
| Q4 2021 | $441,000 | +2.8% | 12,476 | 0.0% | 0.03% | -10.8% |
| Q3 2021 | $429,000 | -0.7% | 12,476 | 0.0% | 0.04% | +2.8% |
| Q2 2021 | $432,000 | +5.1% | 12,476 | 0.0% | 0.04% | +12.5% |
| Q1 2021 | $411,000 | +8.2% | 12,476 | 0.0% | 0.03% | +3.2% |
| Q4 2020 | $380,000 | -46.5% | 12,476 | -51.6% | 0.03% | -53.0% |
| Q3 2020 | $710,000 | -41.3% | 25,779 | -41.2% | 0.07% | -45.5% |
| Q2 2020 | $1,209,000 | -46.6% | 43,814 | -53.2% | 0.12% | -42.1% |
| Q1 2020 | $2,265,000 | -20.7% | 93,577 | 0.0% | 0.21% | -36.1% |
| Q4 2019 | $2,856,000 | +1.9% | 93,577 | 0.0% | 0.33% | +3.8% |
| Q3 2019 | $2,802,000 | +0.4% | 93,577 | 0.0% | 0.32% | -1.9% |
| Q2 2019 | $2,790,000 | +3.3% | 93,577 | 0.0% | 0.32% | +6.6% |
| Q1 2019 | $2,702,000 | +11.9% | 93,577 | 0.0% | 0.30% | +1.7% |
| Q4 2018 | $2,415,000 | -65.8% | 93,577 | -60.3% | 0.30% | -66.2% |
| Q3 2018 | $7,059,000 | +1.1% | 235,763 | 0.0% | 0.88% | +11.9% |
| Q2 2018 | $6,980,000 | +3.1% | 235,763 | 0.0% | 0.78% | -34.1% |
| Q1 2018 | $6,771,000 | -3.3% | 235,763 | 0.0% | 1.19% | +57.9% |
| Q4 2017 | $6,999,000 | +2.6% | 235,763 | 0.0% | 0.75% | -8.4% |
| Q3 2017 | $6,823,000 | +1.8% | 235,763 | 0.0% | 0.82% | -22.3% |
| Q2 2017 | $6,700,000 | +3.3% | 235,763 | 0.0% | 1.06% | -2.6% |
| Q1 2017 | $6,488,000 | +81.4% | 235,763 | +62.0% | 1.09% | -48.0% |
| Q3 2015 | $3,577,000 | – | 145,540 | – | 2.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blankinship & Foster, LLC | 589,743 | $17,627,000 | 8.56% |
| Schoolcraft Capital LLC | 772,391 | $23,086,779 | 7.83% |
| Jordan Park Group LLC | 2,637,935 | $78,848,000 | 6.11% |
| DB Wealth Management Group, LLC | 218,966 | $6,545,000 | 4.67% |
| Wealthgate Family Office, LLC | 56,290 | $1,683,000 | 4.48% |
| Verde Capital Management | 277,253 | $8,287,000 | 4.03% |
| Avestar Capital, LLC | 507,381 | $15,166,000 | 3.86% |
| RiverFront Investment Group, LLC | 3,059,046 | $96,349,000 | 3.61% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1,994,685 | $59,621,000 | 3.53% |
| WESCAP Management Group, Inc. | 296,511 | $8,862,000 | 3.39% |