ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 169 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $507,362 | -1.6% | 16,980 | 0.0% | 0.11% | -0.9% |
Q2 2023 | $515,852 | +3.1% | 16,980 | 0.0% | 0.11% | +0.9% |
Q1 2023 | $500,401 | +9.1% | 16,980 | 0.0% | 0.11% | +6.8% |
Q4 2022 | $458,460 | -9.8% | 16,980 | 0.0% | 0.10% | -15.6% |
Q3 2022 | $508,000 | -5.9% | 16,980 | 0.0% | 0.12% | +1.7% |
Q2 2022 | $540,000 | -15.6% | 16,980 | -10.0% | 0.12% | -1.6% |
Q1 2022 | $640,000 | -4.0% | 18,870 | 0.0% | 0.12% | +3.4% |
Q4 2021 | $667,000 | -2.6% | 18,870 | -5.3% | 0.12% | -9.2% |
Q3 2021 | $685,000 | -0.7% | 19,920 | 0.0% | 0.13% | -0.8% |
Q2 2021 | $690,000 | -12.1% | 19,920 | -16.3% | 0.13% | -18.1% |
Q1 2021 | $785,000 | -9.5% | 23,810 | -16.3% | 0.16% | -13.0% |
Q4 2020 | $867,000 | +11.7% | 28,450 | +0.9% | 0.18% | -17.9% |
Q3 2020 | $776,000 | +17.0% | 28,190 | +17.4% | 0.22% | +7.2% |
Q2 2020 | $663,000 | +4.9% | 24,010 | -8.0% | 0.21% | -11.8% |
Q1 2020 | $632,000 | +1.6% | 26,100 | +28.1% | 0.24% | +32.4% |
Q4 2019 | $622,000 | +2.0% | 20,370 | 0.0% | 0.18% | -3.2% |
Q3 2019 | $610,000 | +18.9% | 20,370 | +18.4% | 0.18% | +27.6% |
Q2 2019 | $513,000 | +3.2% | 17,210 | 0.0% | 0.14% | +4.3% |
Q1 2019 | $497,000 | -44.0% | 17,210 | -50.0% | 0.14% | -1.4% |
Q4 2018 | $888,000 | +72.4% | 34,420 | +100.0% | 0.14% | -4.7% |
Q3 2018 | $515,000 | +1.0% | 17,210 | 0.0% | 0.15% | -4.5% |
Q2 2018 | $510,000 | +3.2% | 17,210 | 0.0% | 0.16% | -1.9% |
Q1 2018 | $494,000 | -3.3% | 17,210 | 0.0% | 0.16% | 0.0% |
Q4 2017 | $511,000 | -0.6% | 17,210 | 0.0% | 0.16% | -1.9% |
Q3 2017 | $514,000 | +5.1% | 17,210 | 0.0% | 0.16% | 0.0% |
Q2 2017 | $489,000 | +3.2% | 17,210 | 0.0% | 0.16% | +1.3% |
Q1 2017 | $474,000 | +52.4% | 17,210 | +44.7% | 0.16% | +37.1% |
Q4 2016 | $311,000 | +4.0% | 11,890 | 0.0% | 0.12% | +9.4% |
Q3 2016 | $299,000 | +4.9% | 11,890 | 0.0% | 0.11% | -1.9% |
Q2 2016 | $285,000 | +0.4% | 11,890 | 0.0% | 0.11% | -2.7% |
Q1 2016 | $284,000 | -6.0% | 11,890 | 0.0% | 0.11% | -9.0% |
Q4 2015 | $302,000 | – | 11,890 | – | 0.12% | – |
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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% |