ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 169 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $246,000 | -20.1% | 10,174 | +0.8% | 0.03% | -3.3% |
| Q4 2019 | $308,000 | +3.4% | 10,098 | +1.5% | 0.03% | 0.0% |
| Q3 2019 | $298,000 | +6.0% | 9,948 | +5.5% | 0.03% | +3.4% |
| Q2 2019 | $281,000 | +3.7% | 9,433 | +0.3% | 0.03% | 0.0% |
| Q1 2019 | $271,000 | +12.9% | 9,402 | +2.3% | 0.03% | +3.6% |
| Q4 2018 | $240,000 | -10.4% | 9,190 | +2.8% | 0.03% | -6.7% |
| Q3 2018 | $268,000 | +8.1% | 8,943 | +6.8% | 0.03% | +11.1% |
| Q2 2018 | $248,000 | +10.7% | 8,375 | +7.2% | 0.03% | +8.0% |
| Q1 2018 | $224,000 | +3.2% | 7,809 | +7.0% | 0.02% | +4.2% |
| Q4 2017 | $217,000 | +6.4% | 7,298 | +3.7% | 0.02% | 0.0% |
| Q3 2017 | $204,000 | – | 7,037 | – | 0.02% | – |
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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% |