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 2019 | $38,982,000 | -3.7% | 1,302 | -4.1% | 0.00% | – |
| Q2 2019 | $40,496,000 | -16.3% | 1,358 | -19.0% | 0.00% | – |
| Q1 2019 | $48,386,000 | -61.3% | 1,676 | -65.4% | 0.00% | – |
| Q4 2018 | $124,972,000 | -15.4% | 4,842 | -1.8% | 0.00% | – |
| Q3 2018 | $147,634,000 | +9.2% | 4,931 | +8.0% | 0.00% | – |
| Q2 2018 | $135,147,000 | +2.9% | 4,565 | -0.2% | 0.00% | – |
| Q1 2018 | $131,365,000 | -39.3% | 4,574 | -37.3% | 0.00% | – |
| Q4 2017 | $216,404,000 | +58.5% | 7,290 | +54.5% | 0.00% | – |
| Q3 2017 | $136,539,000 | +90.2% | 4,718 | +86.8% | 0.00% | – |
| Q2 2017 | $71,789,000 | +1333.2% | 2,526 | +1287.9% | 0.00% | – |
| Q1 2017 | $5,009,000 | – | 182 | – | 0.00% | – |
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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% |