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 2020 | $16,550,000 | +1.4% | 600,936 | +1.6% | 6.57% | -7.0% |
| Q2 2020 | $16,328,000 | -9.9% | 591,694 | -0.3% | 7.06% | -4.6% |
| Q4 2019 | $18,117,000 | +0.5% | 593,700 | -1.3% | 7.40% | -9.5% |
| Q3 2019 | $18,018,000 | -1.2% | 601,791 | -1.6% | 8.18% | +0.0% |
| Q2 2019 | $18,244,000 | +8.5% | 611,803 | +5.0% | 8.18% | +10.3% |
| Q1 2019 | $16,819,000 | +5864.2% | 582,574 | +5233.9% | 7.41% | +5558.8% |
| Q4 2018 | $282,000 | – | 10,922 | – | 0.13% | – |
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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% |