ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 134 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 46.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $3,137,000 | -37.6% | 102,690 | -38.9% | 0.02% | -42.9% |
Q3 2019 | $5,031,000 | +25.9% | 168,029 | +25.5% | 0.04% | +20.7% |
Q2 2019 | $3,997,000 | +35.0% | 133,921 | +30.9% | 0.03% | +26.1% |
Q1 2019 | $2,960,000 | +22.9% | 102,316 | +10.0% | 0.02% | +4.5% |
Q4 2018 | $2,409,000 | +7.7% | 93,017 | +24.6% | 0.02% | +15.8% |
Q3 2018 | $2,237,000 | -82.0% | 74,637 | -82.7% | 0.02% | -83.6% |
Q2 2018 | $12,416,000 | 0.0% | 432,315 | 0.0% | 0.12% | 0.0% |
Q1 2018 | $12,416,000 | +5.5% | 432,315 | +9.1% | 0.12% | +3.6% |
Q4 2017 | $11,764,000 | +83.6% | 396,292 | +79.0% | 0.11% | +62.3% |
Q3 2017 | $6,407,000 | -11.2% | 221,398 | -12.8% | 0.07% | -18.8% |
Q2 2017 | $7,213,000 | +1390.3% | 253,796 | +1345.8% | 0.08% | +1316.7% |
Q1 2017 | $484,000 | -3.8% | 17,554 | -8.8% | 0.01% | -14.3% |
Q4 2016 | $503,000 | +20.9% | 19,258 | +15.0% | 0.01% | +16.7% |
Q3 2016 | $416,000 | +155.2% | 16,746 | +147.4% | 0.01% | +100.0% |
Q2 2016 | $163,000 | -28.8% | 6,768 | -29.3% | 0.00% | -25.0% |
Q1 2016 | $229,000 | +5.0% | 9,573 | +11.7% | 0.00% | 0.0% |
Q4 2015 | $218,000 | +17.2% | 8,569 | +13.3% | 0.00% | 0.0% |
Q3 2015 | $186,000 | -50.0% | 7,561 | -44.6% | 0.00% | -42.9% |
Q2 2015 | $372,000 | -7.9% | 13,637 | -5.9% | 0.01% | -12.5% |
Q1 2015 | $404,000 | – | 14,497 | – | 0.01% | – |
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% |