ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7 | 0.0% | 228 | +7.5% | 0.00% | – |
Q2 2023 | $7 | +75.0% | 212 | +48.3% | 0.00% | – |
Q1 2023 | $4 | -60.0% | 143 | -60.1% | 0.00% | – |
Q4 2022 | $10 | -100.0% | 358 | -91.8% | 0.00% | -100.0% |
Q3 2022 | $131,000 | +167.3% | 4,384 | +183.4% | 0.00% | – |
Q2 2022 | $49,000 | +48.5% | 1,547 | +20.1% | 0.00% | -100.0% |
Q4 2018 | $33,000 | -26.7% | 1,288 | -13.5% | 0.00% | 0.0% |
Q3 2018 | $45,000 | -48.3% | 1,489 | -49.4% | 0.00% | -66.7% |
Q2 2018 | $87,000 | +1350.0% | 2,943 | +1364.2% | 0.00% | – |
Q1 2018 | $6,000 | 0.0% | 201 | 0.0% | 0.00% | – |
Q4 2017 | $6,000 | 0.0% | 201 | 0.0% | 0.00% | – |
Q3 2017 | $6,000 | 0.0% | 201 | 0.0% | 0.00% | – |
Q2 2017 | $6,000 | -14.3% | 201 | -22.7% | 0.00% | – |
Q1 2017 | $7,000 | -65.0% | 260 | -68.5% | 0.00% | -100.0% |
Q3 2016 | $20,000 | 0.0% | 825 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $20,000 | – | 825 | – | 0.00% | – |
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% |