ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 196 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $494,000 | -0.2% | 17,950 | 0.0% | 0.02% | -8.0% |
| Q2 2020 | $495,000 | +13.8% | 17,950 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $435,000 | -38.4% | 17,950 | -22.5% | 0.02% | -21.9% |
| Q4 2019 | $706,000 | +1.9% | 23,150 | 0.0% | 0.03% | -3.0% |
| Q3 2019 | $693,000 | +0.4% | 23,150 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $690,000 | +3.3% | 23,150 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $668,000 | +11.7% | 23,150 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $598,000 | -13.7% | 23,150 | 0.0% | 0.03% | -5.7% |
| Q3 2018 | $693,000 | +1.2% | 23,150 | 0.0% | 0.04% | -20.5% |
| Q2 2018 | $685,000 | +3.0% | 23,150 | 0.0% | 0.04% | +4.8% |
| Q1 2018 | $665,000 | -3.2% | 23,150 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $687,000 | +2.5% | 23,150 | 0.0% | 0.04% | -17.6% |
| Q3 2017 | $670,000 | +1.8% | 23,150 | 0.0% | 0.05% | -3.8% |
| Q2 2017 | $658,000 | +3.3% | 23,150 | 0.0% | 0.05% | +8.2% |
| Q1 2017 | $637,000 | +5.3% | 23,150 | 0.0% | 0.05% | -3.9% |
| Q4 2016 | $605,000 | +102.3% | 23,150 | +96.6% | 0.05% | +59.4% |
| Q4 2015 | $299,000 | – | 11,773 | – | 0.03% | – |
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% |