ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 201 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $443,759 | -83.4% | 15,058 | -84.8% | 0.01% | -88.2% |
| Q4 2022 | $2,672,217 | -83.5% | 98,971 | -81.7% | 0.08% | -85.1% |
| Q3 2022 | $16,197,000 | +6202.3% | 541,879 | +6196.5% | 0.51% | +1490.6% |
| Q2 2019 | $257,000 | -68.0% | 8,606 | -72.3% | 0.03% | -61.0% |
| Q4 2018 | $802,000 | -8.2% | 31,090 | +6.5% | 0.08% | -45.7% |
| Q3 2018 | $874,000 | +1.2% | 29,182 | 0.0% | 0.15% | +58.9% |
| Q2 2018 | $864,000 | +0.1% | 29,182 | -2.9% | 0.10% | -16.7% |
| Q1 2018 | $863,000 | -3.3% | 30,063 | 0.0% | 0.11% | +100.0% |
| Q4 2017 | $892,000 | -48.9% | 30,063 | -50.2% | 0.06% | -23.0% |
| Q3 2017 | $1,746,000 | +103.5% | 60,364 | +100.0% | 0.07% | +45.1% |
| Q2 2017 | $858,000 | -55.7% | 30,182 | -61.3% | 0.05% | -59.8% |
| Q3 2016 | $1,937,000 | +653.7% | 78,077 | +728.8% | 0.13% | +296.9% |
| Q2 2015 | $257,000 | -64.2% | 9,420 | -63.4% | 0.03% | -81.0% |
| Q1 2015 | $718,000 | – | 25,738 | – | 0.17% | – |
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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% |