ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 162 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2018 | $5,000 | -96.1% | 157 | -96.3% | 0.00% | -96.2% |
Q1 2018 | $127,000 | -96.8% | 4,248 | -97.0% | 0.05% | -96.4% |
Q1 2017 | $3,918,000 | -3.0% | 142,374 | -8.0% | 1.48% | -13.3% |
Q4 2016 | $4,041,000 | +28764.3% | 154,729 | +26485.7% | 1.70% | +28300.0% |
Q3 2016 | $14,000 | 0.0% | 582 | 0.0% | 0.01% | -14.3% |
Q2 2016 | $14,000 | -97.6% | 582 | +4057.1% | 0.01% | – |
Q1 2016 | $582,000 | +293.2% | 14 | -99.8% | 0.00% | -100.0% |
Q4 2015 | $148,000 | +3.5% | 5,820 | 0.0% | 0.07% | -37.4% |
Q3 2015 | $143,000 | +25.4% | 5,820 | +39.4% | 0.11% | +32.1% |
Q2 2015 | $114,000 | -100.0% | 4,175 | -65.1% | 0.08% | -64.6% |
Q1 2015 | $333,305,000 | – | 11,955 | – | 0.23% | – |
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% |