ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 208 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $325,000 | +11.3% | 11,322 | 0.0% | 0.08% | -7.9% |
| Q4 2018 | $292,000 | -13.9% | 11,322 | 0.0% | 0.09% | -8.2% |
| Q3 2018 | $339,000 | +1.2% | 11,322 | 0.0% | 0.10% | -3.0% |
| Q2 2018 | $335,000 | +3.1% | 11,322 | 0.0% | 0.10% | +23.5% |
| Q1 2018 | $325,000 | -3.3% | 11,322 | 0.0% | 0.08% | -3.6% |
| Q4 2017 | $336,000 | +2.4% | 11,322 | 0.0% | 0.08% | 0.0% |
| Q3 2017 | $328,000 | +21.9% | 11,322 | +19.8% | 0.08% | +20.0% |
| Q2 2017 | $269,000 | -13.8% | 9,450 | -16.5% | 0.07% | -33.3% |
| Q1 2017 | $312,000 | +5.4% | 11,322 | 0.0% | 0.10% | +4.0% |
| Q4 2016 | $296,000 | -9.5% | 11,322 | -14.2% | 0.10% | -63.8% |
| Q3 2016 | $327,000 | -6.0% | 13,190 | -9.0% | 0.28% | +144.7% |
| Q2 2016 | $348,000 | -21.8% | 14,500 | -11.0% | 0.11% | -19.1% |
| Q2 2015 | $445,000 | +4.2% | 16,300 | +6.5% | 0.14% | +11.0% |
| Q1 2015 | $427,000 | – | 15,300 | – | 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% |