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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $34,000 | -94.4% | 969 | -95.1% | 0.00% | -96.2% |
| Q4 2019 | $607,523 | -41.0% | 19,909 | -42.1% | 0.05% | -47.5% |
| Q3 2019 | $1,029,008 | -13.9% | 34,369 | +152.3% | 0.10% | -8.3% |
| Q2 2019 | $1,194,786 | +5.1% | 13,622 | -65.4% | 0.11% | -12.9% |
| Q1 2019 | $1,137,189 | -29.7% | 39,390 | -37.2% | 0.12% | -41.0% |
| Q4 2018 | $1,618,735 | -51.5% | 62,717 | -43.7% | 0.21% | -44.6% |
| Q3 2018 | $3,336,832 | -30.8% | 111,450 | -31.6% | 0.38% | -39.5% |
| Q2 2018 | $4,824,781 | -59.6% | 162,971 | -60.8% | 0.63% | -64.2% |
| Q1 2018 | $11,943,121 | -7.7% | 415,847 | -4.6% | 1.75% | -5.5% |
| Q4 2017 | $12,937,006 | +13.6% | 435,810 | +10.7% | 1.85% | +0.6% |
| Q3 2017 | $11,391,088 | -6.6% | 393,611 | -8.2% | 1.84% | -19.7% |
| Q2 2017 | $12,190,759 | +104.6% | 428,950 | +98.2% | 2.29% | +74.9% |
| Q1 2017 | $5,957,007 | +155.3% | 216,461 | +142.3% | 1.31% | +123.0% |
| Q4 2016 | $2,333,221 | +10.9% | 89,327 | +5.4% | 0.59% | +3.0% |
| Q3 2016 | $2,103,491 | +41.6% | 84,784 | +36.9% | 0.57% | +26.7% |
| Q2 2016 | $1,485,585 | +252.6% | 61,951 | +250.9% | 0.45% | +212.5% |
| Q1 2016 | $421,377 | – | 17,653 | – | 0.14% | – |
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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% |