ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 211 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,447,000 | +12.4% | 119,383 | +0.5% | 0.04% | -2.2% |
| Q4 2018 | $3,066,000 | -10.9% | 118,786 | +3.3% | 0.04% | +2.3% |
| Q3 2018 | $3,443,000 | +1.2% | 115,007 | -2.9% | 0.04% | -6.4% |
| Q2 2018 | $3,402,000 | -0.0% | 118,473 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $3,403,000 | +26.4% | 118,473 | +30.6% | 0.05% | +30.6% |
| Q4 2017 | $2,693,000 | +25.0% | 90,727 | +21.9% | 0.04% | +16.1% |
| Q3 2017 | $2,154,000 | +11.2% | 74,440 | +9.2% | 0.03% | -6.1% |
| Q2 2017 | $1,937,000 | +14.8% | 68,161 | +11.1% | 0.03% | +13.8% |
| Q1 2017 | $1,688,000 | -22.0% | 61,332 | -26.0% | 0.03% | -17.1% |
| Q4 2016 | $2,165,000 | +27.2% | 82,877 | +19.7% | 0.04% | -10.3% |
| Q4 2015 | $1,702,000 | 0.0% | 69,252 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $1,702,000 | – | 69,252 | – | 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% |