ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,017,000 | -3.3% | 33,313 | -5.2% | 0.00% | -20.0% |
| Q3 2019 | $1,052,000 | -18.6% | 35,139 | -18.9% | 0.01% | -16.7% |
| Q2 2019 | $1,292,000 | -6.3% | 43,340 | -9.2% | 0.01% | 0.0% |
| Q1 2019 | $1,379,000 | -44.1% | 47,752 | -50.0% | 0.01% | -53.8% |
| Q4 2018 | $2,466,000 | -25.9% | 95,528 | -14.0% | 0.01% | -7.1% |
| Q3 2018 | $3,327,000 | +0.5% | 111,108 | -0.7% | 0.01% | 0.0% |
| Q2 2018 | $3,312,000 | +23.7% | 111,873 | +20.0% | 0.01% | +27.3% |
| Q1 2018 | $2,677,000 | -2.7% | 93,221 | +0.6% | 0.01% | -8.3% |
| Q4 2017 | $2,752,000 | +0.3% | 92,708 | -2.3% | 0.01% | -7.7% |
| Q3 2017 | $2,745,000 | +6.4% | 94,853 | +4.4% | 0.01% | +18.2% |
| Q2 2017 | $2,581,000 | +8.5% | 90,828 | +5.1% | 0.01% | +37.5% |
| Q1 2017 | $2,379,000 | +37.8% | 86,453 | +30.8% | 0.01% | +33.3% |
| Q4 2016 | $1,726,000 | +89.3% | 66,076 | +79.8% | 0.01% | +50.0% |
| Q3 2016 | $912,000 | +1.8% | 36,756 | -1.7% | 0.00% | 0.0% |
| Q2 2016 | $896,000 | -38.0% | 37,380 | -38.3% | 0.00% | -42.9% |
| Q1 2016 | $1,446,000 | +45.0% | 60,590 | +54.4% | 0.01% | +40.0% |
| Q4 2015 | $997,000 | +149.2% | 39,249 | +141.3% | 0.01% | +150.0% |
| Q3 2015 | $400,000 | – | 16,265 | – | 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% |