ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 222 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $410,000 | -38.0% | 13,428 | -39.2% | 0.06% | -41.1% |
Q3 2019 | $661,000 | +0.5% | 22,078 | 0.0% | 0.11% | +0.9% |
Q2 2019 | $658,000 | +1430.2% | 22,078 | +1371.9% | 0.11% | +1414.3% |
Q1 2019 | $43,000 | +10.3% | 1,500 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $39,000 | -13.3% | 1,500 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $45,000 | 0.0% | 1,500 | -1.3% | 0.01% | 0.0% |
Q2 2018 | $45,000 | +2.3% | 1,519 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $44,000 | -2.2% | 1,519 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $45,000 | +4400.0% | 1,519 | +7894.7% | 0.01% | – |
Q3 2017 | $1,000 | – | 19 | – | 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% |