ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 208 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,844,445 | -8.1% | 160,945 | -5.3% | 0.45% | -11.0% |
| Q2 2023 | $5,270,713 | +13414.6% | 170,023 | +14933.0% | 0.50% | +8266.7% |
| Q2 2021 | $39,000 | -92.1% | 1,131 | -93.0% | 0.01% | -98.2% |
| Q4 2019 | $491,000 | -7.7% | 16,080 | -9.5% | 0.34% | -15.8% |
| Q3 2019 | $532,000 | -19.6% | 17,760 | -19.9% | 0.40% | -29.1% |
| Q2 2019 | $662,000 | -31.5% | 22,185 | -33.7% | 0.56% | -35.7% |
| Q1 2019 | $967,000 | – | 33,478 | – | 0.88% | – |
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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% |