ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 134 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 46.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $2,212,000 | -75.3% | 84,690 | -76.5% | 0.07% | -76.5% |
| Q3 2016 | $8,948,000 | +17.8% | 360,676 | +13.8% | 0.31% | +12.5% |
| Q2 2016 | $7,598,000 | +507.4% | 316,854 | +504.5% | 0.27% | +425.0% |
| Q1 2016 | $1,251,000 | +15.4% | 52,418 | +22.8% | 0.05% | +6.1% |
| Q4 2015 | $1,084,000 | +76.3% | 42,673 | +70.4% | 0.05% | +2.1% |
| Q3 2015 | $615,000 | +5.1% | 25,039 | +16.8% | 0.05% | +14.3% |
| Q2 2015 | $585,000 | +23.4% | 21,437 | +26.2% | 0.04% | +27.3% |
| Q1 2015 | $474,000 | +9380.0% | 16,991 | +8395.5% | 0.03% | +3200.0% |
| Q4 2014 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | – | 200 | – | 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% |