ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 221 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $201,000 | -33.9% | 5,918 | -31.3% | 0.03% | -46.7% |
Q4 2021 | $304,000 | +2.7% | 8,616 | 0.0% | 0.06% | -10.4% |
Q3 2021 | $296,000 | -22.9% | 8,616 | -22.3% | 0.07% | -36.2% |
Q2 2021 | $384,000 | +4.9% | 11,088 | 0.0% | 0.10% | -12.5% |
Q1 2021 | $366,000 | +8.3% | 11,088 | 0.0% | 0.12% | +9.1% |
Q4 2020 | $338,000 | -11.3% | 11,088 | -19.9% | 0.11% | -29.0% |
Q3 2020 | $381,000 | -1.0% | 13,849 | -0.7% | 0.16% | -10.4% |
Q2 2020 | $385,000 | -32.9% | 13,950 | -41.1% | 0.17% | -53.9% |
Q1 2020 | $574,000 | -21.8% | 23,698 | -1.5% | 0.38% | -8.5% |
Q4 2019 | $734,000 | +1.8% | 24,070 | 0.0% | 0.41% | -4.0% |
Q3 2019 | $721,000 | -13.5% | 24,070 | -13.9% | 0.43% | -17.7% |
Q2 2019 | $834,000 | -16.3% | 27,961 | -19.1% | 0.52% | -19.7% |
Q1 2019 | $997,000 | -44.8% | 34,544 | -50.1% | 0.65% | +153.3% |
Q4 2018 | $1,806,000 | -52.2% | 69,197 | -45.2% | 0.26% | -51.7% |
Q3 2018 | $3,777,000 | -24.0% | 126,166 | -24.9% | 0.53% | -33.8% |
Q2 2018 | $4,971,000 | -44.8% | 167,904 | -46.4% | 0.80% | -43.5% |
Q1 2018 | $9,002,000 | -45.8% | 313,455 | -43.4% | 1.41% | -43.5% |
Q4 2017 | $16,598,000 | +2.5% | 553,374 | -1.1% | 2.50% | -14.5% |
Q3 2017 | $16,186,000 | +25.7% | 559,293 | +23.5% | 2.92% | +27.9% |
Q2 2017 | $12,874,000 | +4.5% | 452,996 | +1.2% | 2.28% | +5.1% |
Q1 2017 | $12,314,000 | +17.4% | 447,471 | +12.6% | 2.17% | +3.5% |
Q4 2016 | $10,486,000 | +31.0% | 397,563 | +23.3% | 2.10% | +16.0% |
Q3 2016 | $8,003,000 | +32.6% | 322,560 | +28.2% | 1.81% | +21.6% |
Q2 2016 | $6,036,000 | +101.3% | 251,701 | +100.4% | 1.49% | +95.1% |
Q1 2016 | $2,998,000 | +776.6% | 125,601 | +839.2% | 0.76% | +796.5% |
Q4 2015 | $342,000 | – | 13,373 | – | 0.08% | – |
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% |