ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 195 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $480,000 | -0.6% | 13,968 | +0.1% | 0.13% | +9.6% |
| Q2 2021 | $483,000 | +2.5% | 13,953 | -2.4% | 0.12% | -6.5% |
| Q1 2021 | $471,000 | +4.2% | 14,295 | +0.2% | 0.12% | +1.7% |
| Q4 2020 | $452,000 | +10.2% | 14,268 | -3.1% | 0.12% | -6.2% |
| Q3 2020 | $410,000 | -1.7% | 14,717 | -2.8% | 0.13% | -14.6% |
| Q2 2020 | $417,000 | +15.5% | 15,146 | -1.6% | 0.15% | -13.7% |
| Q1 2020 | $361,000 | -43.0% | 15,397 | -24.6% | 0.18% | -33.2% |
| Q4 2019 | $633,000 | +12.6% | 20,427 | +8.4% | 0.26% | -6.1% |
| Q3 2019 | $562,000 | +7.3% | 18,842 | +6.9% | 0.28% | -1.8% |
| Q2 2019 | $524,000 | +12.9% | 17,634 | +12.5% | 0.28% | +9.2% |
| Q1 2019 | $464,000 | +21.8% | 15,670 | +12.4% | 0.26% | +10.6% |
| Q4 2018 | $381,000 | +15.5% | 13,936 | +18.7% | 0.24% | +9.8% |
| Q3 2018 | $330,000 | +61.8% | 11,742 | +70.6% | 0.21% | +60.9% |
| Q2 2018 | $204,000 | – | 6,884 | – | 0.13% | – |
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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% |