ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 143 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $2,897,000 | +1.9% | 94,929 | 0.0% | 0.84% | -21.2% |
Q3 2019 | $2,842,000 | -1.4% | 94,929 | -1.8% | 1.06% | +7.5% |
Q2 2019 | $2,882,000 | -0.1% | 96,654 | -3.3% | 0.99% | -4.2% |
Q1 2019 | $2,886,000 | +9.8% | 99,964 | -1.9% | 1.03% | -11.9% |
Q4 2018 | $2,629,000 | -13.8% | 101,854 | 0.0% | 1.17% | +16.3% |
Q3 2018 | $3,050,000 | -13.0% | 101,854 | -14.0% | 1.00% | -30.2% |
Q2 2018 | $3,505,000 | -6.8% | 118,398 | -9.6% | 1.44% | +30.2% |
Q1 2018 | $3,761,000 | -0.8% | 130,948 | +2.5% | 1.10% | -9.5% |
Q4 2017 | $3,793,000 | +3.3% | 127,785 | +0.7% | 1.22% | -17.8% |
Q3 2017 | $3,671,000 | +0.9% | 126,855 | -1.3% | 1.49% | -1.7% |
Q2 2017 | $3,637,000 | -0.3% | 128,530 | +1.0% | 1.51% | -5.3% |
Q1 2017 | $3,647,000 | -41.1% | 127,300 | -46.3% | 1.60% | -39.3% |
Q4 2016 | $6,195,000 | +8271.6% | 237,180 | +7806.0% | 2.63% | +6011.6% |
Q3 2016 | $74,000 | +1.4% | 3,000 | 0.0% | 0.04% | -6.5% |
Q2 2016 | $73,000 | -76.5% | 3,000 | -76.9% | 0.05% | -82.2% |
Q1 2016 | $310,000 | -53.7% | 12,983 | -50.8% | 0.26% | -60.6% |
Q4 2015 | $670,000 | – | 26,383 | – | 0.66% | – |
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% |