ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 196 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $14,818 | +3.8% | 478 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $14,278 | +10.6% | 478 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $12,906 | -14.0% | 478 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $15,000 | 0.0% | 478 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $15,000 | -6.2% | 478 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $16,000 | -5.9% | 478 | 0.0% | 0.00% | -92.3% |
Q4 2021 | $17,000 | -76.7% | 478 | -77.5% | 0.01% | +85.7% |
Q3 2021 | $73,000 | 0.0% | 2,128 | +0.9% | 0.01% | 0.0% |
Q2 2021 | $73,000 | +4.3% | 2,109 | 0.0% | 0.01% | -12.5% |
Q1 2021 | $70,000 | +9.4% | 2,109 | +0.6% | 0.01% | 0.0% |
Q4 2020 | $64,000 | +4.9% | 2,097 | -4.6% | 0.01% | -11.1% |
Q3 2020 | $61,000 | +1.7% | 2,197 | +0.8% | 0.01% | -10.0% |
Q2 2020 | $60,000 | +20.0% | 2,179 | +6.1% | 0.01% | +11.1% |
Q1 2020 | $50,000 | -7.4% | 2,054 | +16.6% | 0.01% | +12.5% |
Q4 2019 | $54,000 | +8.0% | 1,762 | +5.1% | 0.01% | 0.0% |
Q3 2019 | $50,000 | -63.5% | 1,676 | -63.5% | 0.01% | -69.2% |
Q2 2019 | $137,000 | -3.5% | 4,596 | -6.3% | 0.03% | -23.5% |
Q1 2019 | $142,000 | +32.7% | 4,903 | +18.4% | 0.03% | +25.9% |
Q4 2018 | $107,000 | -13.7% | 4,141 | +0.3% | 0.03% | -3.6% |
Q3 2018 | $124,000 | -20.0% | 4,129 | -21.3% | 0.03% | -28.2% |
Q2 2018 | $155,000 | -9.4% | 5,249 | -11.6% | 0.04% | -17.0% |
Q1 2018 | $171,000 | -3.9% | 5,941 | -1.0% | 0.05% | -4.1% |
Q4 2017 | $178,000 | +18.7% | 6,000 | +15.9% | 0.05% | -21.0% |
Q3 2017 | $150,000 | +16.3% | 5,175 | +13.6% | 0.06% | +1.6% |
Q2 2017 | $129,000 | +163.3% | 4,554 | +155.3% | 0.06% | +125.9% |
Q1 2017 | $49,000 | – | 1,784 | – | 0.03% | – |
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% |