ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 211 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $417,879 | -9.7% | 15,477 | 0.0% | 0.00% | – |
| Q3 2022 | $463,000 | -5.9% | 15,477 | 0.0% | 0.00% | – |
| Q2 2022 | $492,000 | -6.3% | 15,477 | 0.0% | 0.00% | – |
| Q1 2022 | $525,000 | -4.0% | 15,477 | 0.0% | 0.00% | – |
| Q4 2021 | $547,000 | +2.8% | 15,477 | 0.0% | 0.00% | – |
| Q3 2021 | $532,000 | -0.7% | 15,477 | 0.0% | 0.00% | – |
| Q2 2021 | $536,000 | +5.1% | 15,477 | 0.0% | 0.00% | – |
| Q1 2021 | $510,000 | -95.9% | 15,477 | -96.2% | 0.00% | -100.0% |
| Q4 2020 | $12,395,000 | +10.6% | 406,790 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $11,203,000 | -0.2% | 406,790 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $11,225,000 | +14.0% | 406,790 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $9,848,000 | -20.7% | 406,790 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $12,413,000 | +1.9% | 406,790 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $12,179,000 | +0.4% | 406,790 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,130,000 | +3.3% | 406,790 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $11,744,000 | +11.9% | 406,790 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,499,000 | +1719.6% | 406,790 | +1841.7% | 0.01% | – |
| Q1 2017 | $577,000 | – | 20,950 | – | 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% |