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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,363,000 | +22.2% | 45,540 | +21.0% | 0.87% | +40.9% |
| Q2 2018 | $1,115,000 | -10.2% | 37,648 | -12.9% | 0.62% | +2.8% |
| Q1 2018 | $1,241,000 | -33.6% | 43,218 | -31.3% | 0.60% | -9.7% |
| Q4 2017 | $1,868,000 | +56.8% | 62,911 | +52.8% | 0.66% | +92.7% |
| Q3 2017 | $1,191,000 | +11.6% | 41,164 | +9.6% | 0.34% | +31.8% |
| Q2 2017 | $1,067,000 | +21.1% | 37,546 | +17.3% | 0.26% | +26.1% |
| Q1 2017 | $881,000 | +12.9% | 32,019 | +7.2% | 0.21% | +19.0% |
| Q4 2016 | $780,000 | +159.1% | 29,855 | +151.5% | 0.17% | +241.2% |
| Q4 2015 | $301,000 | +28.6% | 11,869 | +24.8% | 0.05% | +45.7% |
| Q3 2015 | $234,000 | – | 9,511 | – | 0.04% | – |
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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% |