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 2022 | $858,816 | -9.7% | 31,808 | 0.0% | 0.06% | -18.8% |
| Q3 2022 | $951,000 | -6.0% | 31,808 | 0.0% | 0.07% | +3.0% |
| Q2 2022 | $1,012,000 | -6.3% | 31,808 | 0.0% | 0.07% | +21.8% |
| Q1 2022 | $1,080,000 | -3.9% | 31,808 | 0.0% | 0.06% | -16.7% |
| Q4 2021 | $1,124,000 | +2.7% | 31,808 | 0.0% | 0.07% | +4.8% |
| Q3 2021 | $1,094,000 | +176.3% | 31,808 | +178.3% | 0.06% | +152.0% |
| Q2 2021 | $396,000 | +25.7% | 11,428 | -13.4% | 0.02% | -85.4% |
| Q1 2016 | $315,000 | – | 13,200 | – | 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% |