ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 143 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,077,000 | -7.5% | 31,731 | -3.7% | 0.06% | -5.2% |
| Q4 2021 | $1,164,000 | +12.5% | 32,956 | +9.5% | 0.06% | +5.5% |
| Q3 2021 | $1,035,000 | -2.4% | 30,101 | -1.6% | 0.06% | -1.8% |
| Q2 2021 | $1,060,000 | -11.9% | 30,601 | -16.2% | 0.06% | -17.6% |
| Q1 2021 | $1,203,000 | -36.1% | 36,501 | -53.1% | 0.07% | -57.8% |
| Q1 2020 | $1,884,000 | -24.4% | 77,807 | -4.7% | 0.16% | +2.5% |
| Q4 2019 | $2,492,000 | +1.9% | 81,657 | -0.1% | 0.16% | -9.8% |
| Q3 2019 | $2,446,000 | -8.7% | 81,707 | -9.0% | 0.17% | -6.5% |
| Q2 2019 | $2,678,000 | -72.0% | 89,807 | -72.9% | 0.19% | -72.1% |
| Q1 2019 | $9,572,000 | -8.6% | 331,555 | -18.2% | 0.67% | -15.7% |
| Q4 2018 | $10,468,000 | -19.4% | 405,560 | -6.6% | 0.79% | -7.8% |
| Q3 2018 | $12,995,000 | -2.1% | 434,027 | -3.2% | 0.86% | -8.1% |
| Q2 2018 | $13,270,000 | +3.7% | 448,227 | +0.6% | 0.93% | -1.2% |
| Q1 2018 | $12,797,000 | -5.1% | 445,587 | -2.0% | 0.94% | +1.2% |
| Q4 2017 | $13,491,000 | -8.3% | 454,462 | -10.6% | 0.93% | -15.7% |
| Q3 2017 | $14,715,000 | -17.0% | 508,462 | -18.5% | 1.11% | -19.2% |
| Q2 2017 | $17,732,000 | -1.9% | 623,927 | -5.0% | 1.37% | -4.7% |
| Q1 2017 | $18,070,000 | +2.9% | 656,629 | -2.3% | 1.44% | -0.8% |
| Q4 2016 | $17,563,000 | +3.4% | 672,386 | -1.8% | 1.45% | -3.9% |
| Q3 2016 | $16,991,000 | +60.2% | 684,848 | +54.8% | 1.51% | +52.4% |
| Q2 2016 | $10,606,000 | -1.9% | 442,298 | -2.3% | 0.99% | -7.2% |
| Q1 2016 | $10,808,000 | -14.2% | 452,772 | -8.7% | 1.07% | -15.5% |
| Q4 2015 | $12,595,000 | +11.1% | 495,864 | +7.5% | 1.26% | +15.6% |
| Q3 2015 | $11,337,000 | -9.5% | 461,214 | +0.6% | 1.09% | +2.4% |
| Q2 2015 | $12,526,000 | -0.4% | 458,675 | +1.7% | 1.07% | +1.1% |
| Q1 2015 | $12,575,000 | +13.7% | 451,050 | +2.7% | 1.06% | +16.4% |
| Q4 2014 | $11,057,000 | – | 439,300 | – | 0.91% | – |
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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% |