ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 195 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $289,000 | -12.7% | 10,510 | -12.5% | 0.01% | -20.0% |
Q2 2020 | $331,000 | -77.7% | 12,005 | -80.4% | 0.01% | -79.2% |
Q1 2020 | $1,485,000 | -30.2% | 61,338 | -12.0% | 0.05% | -11.1% |
Q4 2019 | $2,127,000 | +0.1% | 69,684 | -1.8% | 0.05% | -20.6% |
Q3 2019 | $2,125,000 | -4.6% | 70,982 | -5.0% | 0.07% | -4.2% |
Q2 2019 | $2,227,000 | +105.6% | 74,697 | +99.2% | 0.07% | +57.8% |
Q1 2019 | $1,083,000 | +7.2% | 37,496 | -4.2% | 0.04% | -8.2% |
Q4 2018 | $1,010,000 | -12.9% | 39,125 | +1.1% | 0.05% | -15.5% |
Q3 2018 | $1,159,000 | -0.9% | 38,712 | -2.0% | 0.06% | -4.9% |
Q2 2018 | $1,170,000 | -6.8% | 39,522 | -9.6% | 0.06% | -10.3% |
Q1 2018 | $1,256,000 | -3.2% | 43,722 | 0.0% | 0.07% | -16.0% |
Q4 2017 | $1,298,000 | +357.0% | 43,722 | +345.0% | 0.08% | +326.3% |
Q3 2017 | $284,000 | -31.2% | 9,826 | -32.4% | 0.02% | -34.5% |
Q2 2017 | $413,000 | -9.8% | 14,526 | -12.6% | 0.03% | -32.6% |
Q1 2017 | $458,000 | -16.3% | 16,626 | -20.5% | 0.04% | -27.1% |
Q4 2016 | $547,000 | +9.8% | 20,926 | +4.3% | 0.06% | +7.3% |
Q3 2016 | $498,000 | -23.0% | 20,060 | -25.6% | 0.06% | -22.5% |
Q2 2016 | $647,000 | +0.5% | 26,960 | 0.0% | 0.07% | -4.1% |
Q1 2016 | $644,000 | -21.2% | 26,960 | -16.2% | 0.07% | -1.3% |
Q4 2015 | $817,000 | -11.0% | 32,160 | -13.9% | 0.08% | -29.9% |
Q3 2015 | $918,000 | -10.0% | 37,360 | 0.0% | 0.11% | 0.0% |
Q2 2015 | $1,020,000 | 0.0% | 37,360 | +2.1% | 0.11% | -5.3% |
Q1 2015 | $1,020,000 | – | 36,600 | – | 0.11% | – |
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% |