ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $5,838,000 | -28.6% | 191,238 | -29.9% | 0.04% | -33.3% |
Q3 2019 | $8,175,000 | +6.9% | 272,998 | +6.5% | 0.06% | +1.7% |
Q2 2019 | $7,644,000 | -7.3% | 256,281 | -10.2% | 0.06% | -13.2% |
Q1 2019 | $8,244,000 | +2.3% | 285,465 | -8.6% | 0.07% | -13.9% |
Q4 2018 | $8,061,000 | -12.4% | 312,243 | +1.7% | 0.08% | -15.1% |
Q3 2018 | $9,197,000 | +25.4% | 307,129 | +24.0% | 0.09% | -7.9% |
Q2 2018 | $7,336,000 | -77.4% | 247,763 | -78.1% | 0.10% | -77.4% |
Q1 2018 | $32,486,000 | -18.4% | 1,131,080 | -15.7% | 0.45% | -16.2% |
Q4 2017 | $39,828,000 | +37.3% | 1,341,697 | +33.9% | 0.53% | +16.7% |
Q3 2017 | $29,003,000 | -5.4% | 1,002,216 | -7.1% | 0.46% | -15.4% |
Q2 2017 | $30,668,000 | +108.5% | 1,079,134 | +101.8% | 0.54% | +81.5% |
Q1 2017 | $14,712,000 | +174.8% | 534,622 | +160.8% | 0.30% | +145.5% |
Q4 2016 | $5,354,000 | +15.4% | 205,023 | +9.6% | 0.12% | +8.0% |
Q3 2016 | $4,640,000 | +29.6% | 187,034 | +25.2% | 0.11% | +19.1% |
Q2 2016 | $3,580,000 | – | 149,395 | – | 0.09% | – |
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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% |