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 | $132,000 | -4.3% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $138,000 | +3.0% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $134,000 | -0.7% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $135,000 | +4.7% | 3,900 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $129,000 | +8.4% | 3,900 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $119,000 | +11.2% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $107,000 | -0.9% | 3,900 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $108,000 | +14.9% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $94,000 | -21.0% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $119,000 | +1.7% | 3,900 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $117,000 | -18.2% | 3,900 | -18.9% | 0.01% | -12.5% |
| Q2 2019 | $143,000 | +2.9% | 4,810 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $139,000 | +12.1% | 4,810 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $124,000 | -13.9% | 4,810 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $144,000 | +1.4% | 4,810 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $142,000 | +2.9% | 4,810 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $138,000 | -3.5% | 4,810 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $143,000 | +450.0% | 4,810 | +428.6% | 0.01% | +350.0% |
| Q3 2017 | $26,000 | – | 910 | – | 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% |