ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 143 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $29,675,000 | -19.2% | 1,025,391 | -20.6% | 0.18% | -23.6% |
| Q2 2017 | $36,712,000 | +44.2% | 1,291,775 | +39.7% | 0.23% | +37.1% |
| Q1 2017 | $25,452,000 | +17.6% | 924,854 | +11.6% | 0.17% | +6.2% |
| Q4 2016 | $21,644,000 | +21.4% | 828,633 | +15.3% | 0.16% | +13.5% |
| Q3 2016 | $17,829,000 | +15.8% | 718,611 | +11.9% | 0.14% | +8.5% |
| Q2 2016 | $15,397,000 | +5.7% | 642,087 | +5.2% | 0.13% | 0.0% |
| Q1 2016 | $14,567,000 | -29.8% | 610,276 | -25.3% | 0.13% | -33.7% |
| Q4 2015 | $20,746,000 | +22.4% | 816,777 | +18.5% | 0.20% | +10.1% |
| Q3 2015 | $16,947,000 | +42.2% | 689,450 | +57.9% | 0.18% | +50.8% |
| Q2 2015 | $11,921,000 | +104.7% | 436,510 | +108.9% | 0.12% | +96.7% |
| Q1 2015 | $5,825,000 | – | 208,923 | – | 0.06% | – |
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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% |