ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 137 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $213,000 | -3.2% | 7,374 | +0.4% | 0.01% | +12.5% |
| Q3 2018 | $220,000 | +1.4% | 7,342 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $217,000 | -30.4% | 7,342 | -32.3% | 0.01% | -11.1% |
| Q1 2018 | $312,000 | -91.1% | 10,849 | -90.8% | 0.01% | -90.5% |
| Q4 2017 | $3,494,000 | +14.4% | 117,719 | +11.5% | 0.10% | +13.1% |
| Q3 2017 | $3,055,000 | -91.3% | 105,568 | -91.4% | 0.08% | -91.9% |
| Q2 2017 | $35,005,000 | +1000.1% | 1,231,697 | +965.1% | 1.04% | +969.1% |
| Q1 2017 | $3,182,000 | +79.5% | 115,643 | +70.4% | 0.10% | +90.2% |
| Q4 2016 | $1,773,000 | +32.7% | 67,862 | +26.0% | 0.05% | -8.9% |
| Q3 2016 | $1,336,000 | +61.5% | 53,868 | +56.2% | 0.06% | +51.4% |
| Q2 2016 | $827,000 | +177.5% | 34,494 | +175.9% | 0.04% | +164.3% |
| Q1 2016 | $298,000 | – | 12,504 | – | 0.01% | – |
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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% |