ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 162 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $275,000 | -47.3% | 10,685 | -38.8% | 0.04% | -36.6% |
| Q3 2018 | $522,000 | -23.3% | 17,445 | -24.1% | 0.07% | -24.5% |
| Q2 2018 | $681,000 | -51.4% | 22,990 | -52.9% | 0.09% | -50.8% |
| Q1 2018 | $1,401,000 | -58.5% | 48,795 | -57.0% | 0.19% | -55.2% |
| Q4 2017 | $3,372,000 | -3.6% | 113,565 | -6.0% | 0.43% | -7.0% |
| Q3 2017 | $3,498,000 | +1.6% | 120,860 | -0.2% | 0.46% | -0.2% |
| Q2 2017 | $3,442,000 | -0.5% | 121,095 | -3.7% | 0.46% | -4.2% |
| Q1 2017 | $3,461,000 | -29.8% | 125,775 | -33.4% | 0.48% | -33.2% |
| Q4 2016 | $4,932,000 | +62.7% | 188,825 | +54.6% | 0.72% | +56.6% |
| Q3 2016 | $3,031,000 | -35.7% | 122,175 | -37.8% | 0.46% | -37.4% |
| Q2 2016 | $4,712,000 | +21.6% | 196,515 | +21.0% | 0.73% | +7.3% |
| Q1 2016 | $3,876,000 | -9.9% | 162,375 | -4.1% | 0.68% | -9.5% |
| Q4 2015 | $4,302,000 | – | 169,353 | – | 0.75% | – |
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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% |