ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 197 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90 | -3.2% | 3 | 0.0% | 0.00% | – |
| Q2 2023 | $93 | -97.2% | 3 | -97.4% | 0.00% | – |
| Q1 2023 | $3,360 | +9.2% | 114 | 0.0% | 0.00% | – |
| Q4 2022 | $3,078 | -98.9% | 114 | -98.7% | 0.00% | -100.0% |
| Q3 2022 | $287,000 | 0.0% | 9,035 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $287,000 | +7075.0% | 9,035 | +7825.4% | 0.02% | – |
| Q4 2021 | $4,000 | -87.1% | 114 | -87.5% | 0.00% | -100.0% |
| Q3 2021 | $31,000 | -8.8% | 914 | -8.1% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | +466.7% | 995 | +410.3% | 0.00% | – |
| Q1 2021 | $6,000 | – | 195 | – | 0.00% | – |
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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% |