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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $989,000 | -96.1% | 33,028 | -96.2% | 0.08% | -96.6% |
| Q2 2018 | $25,562,000 | +9.6% | 863,439 | +6.3% | 2.23% | +5.2% |
| Q1 2018 | $23,322,000 | -11.5% | 812,056 | -8.6% | 2.12% | -10.6% |
| Q4 2017 | $26,363,000 | +28.4% | 888,098 | +25.2% | 2.37% | +27.4% |
| Q3 2017 | $20,533,000 | -21.9% | 709,509 | -23.3% | 1.86% | -25.8% |
| Q2 2017 | $26,278,000 | +98.0% | 924,645 | +91.8% | 2.50% | +86.7% |
| Q1 2017 | $13,270,000 | +48.3% | 482,208 | +40.7% | 1.34% | +36.5% |
| Q4 2016 | $8,950,000 | +36.8% | 342,642 | +29.9% | 0.98% | +36.3% |
| Q3 2016 | $6,544,000 | +90.0% | 263,754 | +83.6% | 0.72% | +60.2% |
| Q2 2016 | $3,444,000 | +115.1% | 143,633 | +114.1% | 0.45% | +86.7% |
| Q1 2016 | $1,601,000 | – | 67,089 | – | 0.24% | – |
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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% |