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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $210,000 | +2.9% | 5,935 | 0.0% | 0.02% | -11.8% |
Q3 2021 | $204,000 | -4.7% | 5,935 | -4.0% | 0.02% | +21.4% |
Q2 2021 | $214,000 | +4.4% | 6,181 | -8.1% | 0.01% | -17.6% |
Q4 2020 | $205,000 | -6.4% | 6,728 | -15.3% | 0.02% | -22.7% |
Q3 2020 | $219,000 | -21.5% | 7,948 | -21.3% | 0.02% | -42.1% |
Q2 2020 | $279,000 | -23.4% | 10,095 | -32.8% | 0.04% | -26.9% |
Q1 2020 | $364,000 | -22.4% | 15,027 | -2.2% | 0.05% | -7.1% |
Q4 2019 | $469,000 | +30.6% | 15,369 | +28.1% | 0.06% | +14.3% |
Q3 2019 | $359,000 | -13.7% | 11,994 | -13.9% | 0.05% | -18.3% |
Q2 2019 | $416,000 | -33.7% | 13,936 | -35.9% | 0.06% | -42.3% |
Q1 2019 | $627,000 | -11.1% | 21,733 | -20.4% | 0.10% | -23.5% |
Q4 2018 | $705,000 | +0.3% | 27,318 | +16.4% | 0.14% | -10.5% |
Q3 2018 | $703,000 | -19.3% | 23,473 | -20.3% | 0.15% | -31.8% |
Q2 2018 | $871,000 | -3.9% | 29,436 | -8.2% | 0.22% | -8.2% |
Q1 2018 | $906,000 | +99.1% | 32,053 | +115.4% | 0.24% | +102.5% |
Q4 2017 | $455,000 | +2066.7% | 14,878 | +1952.1% | 0.12% | +1233.3% |
Q3 2017 | $21,000 | -86.9% | 725 | 0.0% | 0.01% | -88.3% |
Q2 2017 | $160,000 | +700.0% | 725 | 0.0% | 0.08% | +492.3% |
Q1 2017 | $20,000 | +5.3% | 725 | 0.0% | 0.01% | -7.1% |
Q4 2016 | $19,000 | – | 725 | – | 0.01% | – |
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% |