ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 173 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,043,315 | +650.6% | 33,808 | +667.8% | 0.00% | – |
Q3 2022 | $139,000 | -4.1% | 4,403 | -1.7% | 0.00% | – |
Q2 2022 | $145,000 | +271.8% | 4,478 | +292.8% | 0.00% | – |
Q1 2022 | $39,000 | -2.5% | 1,140 | +1.9% | 0.00% | – |
Q4 2021 | $40,000 | +60.0% | 1,119 | +56.1% | 0.00% | – |
Q3 2021 | $25,000 | 0.0% | 717 | 0.0% | 0.00% | – |
Q2 2021 | $25,000 | +733.3% | 717 | +679.3% | 0.00% | – |
Q1 2021 | $3,000 | -99.9% | 92 | -99.9% | 0.00% | -100.0% |
Q1 2018 | $2,718,000 | +10.8% | 94,651 | +14.6% | 0.00% | 0.0% |
Q4 2017 | $2,452,000 | +299.3% | 82,603 | +289.3% | 0.00% | +100.0% |
Q3 2017 | $614,000 | +438.6% | 21,219 | +430.5% | 0.00% | – |
Q2 2017 | $114,000 | +3.6% | 4,000 | 0.0% | 0.00% | – |
Q1 2017 | $110,000 | +547.1% | 4,000 | +453.3% | 0.00% | – |
Q2 2016 | $17,000 | -81.1% | 723 | -80.9% | 0.00% | – |
Q1 2016 | $90,000 | +91.5% | 3,787 | +105.7% | 0.00% | – |
Q4 2015 | $47,000 | -39.7% | 1,841 | -41.9% | 0.00% | – |
Q3 2015 | $78,000 | -52.7% | 3,170 | -47.5% | 0.00% | – |
Q2 2015 | $165,000 | +19.6% | 6,038 | +21.6% | 0.00% | – |
Q1 2015 | $138,000 | – | 4,964 | – | 0.00% | – |
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% |