ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 221 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,000 | +100.0% | 47 | -4.1% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | 0.0% | 49 | +4.3% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | -97.1% | 47 | -96.8% | 0.00% | -96.3% |
| Q1 2020 | $35,000 | -35.2% | 1,447 | -18.6% | 0.03% | -18.2% |
| Q4 2019 | $54,000 | +1.9% | 1,777 | 0.0% | 0.03% | -5.7% |
| Q3 2019 | $53,000 | 0.0% | 1,777 | +0.1% | 0.04% | -2.8% |
| Q2 2019 | $53,000 | +8.2% | 1,775 | +2.7% | 0.04% | 0.0% |
| Q1 2019 | $49,000 | +14.0% | 1,729 | +1.9% | 0.04% | -5.3% |
| Q4 2018 | $43,000 | -24.6% | 1,697 | -10.8% | 0.04% | -2.6% |
| Q3 2018 | $57,000 | +3.6% | 1,902 | +3.1% | 0.04% | -4.9% |
| Q2 2018 | $55,000 | +77.4% | 1,845 | +70.0% | 0.04% | +70.8% |
| Q1 2018 | $31,000 | -3.1% | 1,085 | +0.3% | 0.02% | +4.3% |
| Q4 2017 | $32,000 | – | 1,082 | – | 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% |