ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,819 | +9.0% | 93,657 | +12.3% | 0.02% | +14.3% |
| Q2 2023 | $2,586 | -45.5% | 83,424 | -48.2% | 0.01% | -58.8% |
| Q1 2023 | $4,748 | +177.7% | 161,119 | +154.4% | 0.03% | +209.1% |
| Q4 2022 | $1,710 | -99.9% | 63,339 | -6.8% | 0.01% | -26.7% |
| Q3 2022 | $2,031,000 | -30.8% | 67,954 | -26.4% | 0.02% | -31.8% |
| Q2 2022 | $2,937,000 | +50.0% | 92,301 | +60.0% | 0.02% | +57.1% |
| Q1 2022 | $1,958,000 | -20.5% | 57,699 | -17.2% | 0.01% | -22.2% |
| Q4 2021 | $2,462,000 | -18.5% | 69,678 | -20.7% | 0.02% | -25.0% |
| Q3 2021 | $3,020,000 | -0.3% | 87,823 | +0.5% | 0.02% | -4.0% |
| Q2 2021 | $3,028,000 | -3.3% | 87,417 | -7.9% | 0.02% | -16.7% |
| Q1 2021 | $3,131,000 | +4.6% | 94,964 | -3.3% | 0.03% | -6.2% |
| Q4 2020 | $2,992,000 | -1.1% | 98,201 | -10.6% | 0.03% | -15.8% |
| Q3 2020 | $3,026,000 | -11.9% | 109,877 | -11.7% | 0.04% | -17.4% |
| Q2 2020 | $3,433,000 | +12.5% | 124,410 | -1.3% | 0.05% | -13.2% |
| Q1 2020 | $3,051,000 | -19.8% | 126,005 | +1.0% | 0.05% | -1.9% |
| Q4 2019 | $3,806,000 | -6.3% | 124,725 | -8.1% | 0.05% | -16.9% |
| Q3 2019 | $4,064,000 | -22.7% | 135,724 | -23.0% | 0.06% | -13.3% |
| Q2 2019 | $5,258,000 | +13.6% | 176,330 | +10.0% | 0.08% | +4.2% |
| Q1 2019 | $4,627,000 | -2.4% | 160,274 | -12.8% | 0.07% | -15.3% |
| Q4 2018 | $4,743,000 | -24.8% | 183,779 | -12.8% | 0.08% | -19.8% |
| Q3 2018 | $6,310,000 | +45.8% | 210,763 | +44.2% | 0.11% | +12.8% |
| Q2 2018 | $4,327,000 | -70.7% | 146,153 | -71.6% | 0.09% | -70.0% |
| Q1 2018 | $14,781,000 | -78.1% | 514,674 | -77.4% | 0.31% | -75.7% |
| Q4 2017 | $67,585,000 | +5.4% | 2,277,116 | +2.8% | 1.29% | -2.9% |
| Q3 2017 | $64,106,000 | -13.9% | 2,215,127 | -15.4% | 1.32% | -7.5% |
| Q2 2017 | $74,456,000 | – | 2,619,850 | – | 1.43% | – |
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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% |