ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 211 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $319,000 | -20.8% | 13,196 | 0.0% | 0.26% | -2.6% |
Q4 2019 | $403,000 | +2.0% | 13,196 | 0.0% | 0.27% | -7.3% |
Q3 2019 | $395,000 | +0.3% | 13,196 | 0.0% | 0.29% | 0.0% |
Q2 2019 | $394,000 | +3.4% | 13,196 | 0.0% | 0.29% | -1.0% |
Q1 2019 | $381,000 | +11.4% | 13,196 | -0.6% | 0.29% | +0.7% |
Q4 2018 | $342,000 | -62.0% | 13,269 | -55.9% | 0.29% | -57.8% |
Q3 2018 | $900,000 | +1.1% | 30,055 | 0.0% | 0.68% | -1.4% |
Q2 2018 | $890,000 | +1.3% | 30,055 | -1.8% | 0.70% | +2.1% |
Q1 2018 | $879,000 | -9.6% | 30,611 | -6.5% | 0.68% | -7.8% |
Q4 2017 | $972,000 | -5.9% | 32,748 | -8.2% | 0.74% | -8.4% |
Q3 2017 | $1,033,000 | -6.4% | 35,684 | -8.1% | 0.81% | -7.8% |
Q2 2017 | $1,104,000 | -7.1% | 38,844 | -10.1% | 0.88% | -5.4% |
Q1 2017 | $1,189,000 | -1.8% | 43,201 | -6.8% | 0.92% | -2.2% |
Q4 2016 | $1,211,000 | +0.3% | 46,353 | -4.7% | 0.95% | +0.6% |
Q3 2016 | $1,207,000 | – | 48,633 | – | 0.94% | – |
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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% |