ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 201 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,091 | -48.7% | 10,435 | -47.2% | 0.00% | 0.0% |
| Q2 2023 | $612,564 | +3.2% | 19,760 | -1.9% | 0.00% | 0.0% |
| Q1 2023 | $593,528 | +212634.1% | 20,140 | +95.2% | 0.00% | – |
| Q4 2022 | $279 | -99.9% | 10,320 | -14.3% | 0.00% | -100.0% |
| Q3 2022 | $360,000 | -5.3% | 12,041 | +0.9% | 0.00% | 0.0% |
| Q2 2022 | $380,000 | -5.5% | 11,931 | +0.8% | 0.00% | 0.0% |
| Q1 2022 | $402,000 | -3.8% | 11,831 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $418,000 | -0.5% | 11,831 | -3.2% | 0.00% | 0.0% |
| Q3 2021 | $420,000 | -0.2% | 12,223 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $421,000 | +5.0% | 12,163 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $401,000 | +8.1% | 12,163 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $371,000 | +44.9% | 12,163 | +31.1% | 0.00% | 0.0% |
| Q3 2020 | $256,000 | +7.6% | 9,278 | -5.4% | 0.00% | 0.0% |
| Q1 2020 | $238,000 | -36.5% | 9,811 | -20.1% | 0.00% | 0.0% |
| Q4 2019 | $375,000 | -6.5% | 12,276 | -8.3% | 0.00% | 0.0% |
| Q3 2019 | $401,000 | -20.9% | 13,382 | -21.2% | 0.00% | -50.0% |
| Q2 2019 | $507,000 | -11.4% | 16,986 | -14.3% | 0.00% | 0.0% |
| Q1 2019 | $572,000 | +2.1% | 19,821 | -8.6% | 0.00% | 0.0% |
| Q4 2018 | $560,000 | -34.6% | 21,694 | -24.1% | 0.00% | -33.3% |
| Q3 2018 | $856,000 | +12.9% | 28,579 | +11.6% | 0.00% | 0.0% |
| Q2 2018 | $758,000 | -53.8% | 25,603 | -55.2% | 0.00% | -57.1% |
| Q1 2018 | $1,641,000 | +13.3% | 57,127 | +17.1% | 0.01% | +16.7% |
| Q4 2017 | $1,448,000 | +9.7% | 48,788 | +7.0% | 0.01% | 0.0% |
| Q3 2017 | $1,320,000 | +117.5% | 45,613 | +113.5% | 0.01% | +50.0% |
| Q2 2017 | $607,000 | – | 21,365 | – | 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% |