ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 221 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $8,701,000 | +8.3% | 285,131 | +6.2% | 1.66% | -2.6% |
| Q3 2019 | $8,035,000 | +2.1% | 268,364 | +1.7% | 1.70% | -3.6% |
| Q2 2019 | $7,872,000 | +9.6% | 263,982 | +6.1% | 1.76% | +3.7% |
| Q1 2019 | $7,185,000 | +18.1% | 248,868 | +5.6% | 1.70% | +11.2% |
| Q4 2018 | $6,082,000 | -41.0% | 235,658 | -31.5% | 1.53% | -39.2% |
| Q3 2018 | $10,307,000 | +8.6% | 344,264 | +7.4% | 2.51% | 0.0% |
| Q2 2018 | $9,491,000 | +13.4% | 320,602 | +10.1% | 2.51% | +8.5% |
| Q1 2018 | $8,366,000 | +12.3% | 291,282 | +16.1% | 2.32% | +5.1% |
| Q4 2017 | $7,450,000 | +11.7% | 250,961 | +8.9% | 2.20% | +2.6% |
| Q3 2017 | $6,670,000 | +44.4% | 230,489 | +41.8% | 2.15% | +33.4% |
| Q2 2017 | $4,618,000 | +468.7% | 162,506 | +450.8% | 1.61% | +424.4% |
| Q1 2017 | $812,000 | – | 29,503 | – | 0.31% | – |
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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% |