VICUS CAPITAL - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 198 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
VICUS CAPITAL ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$975,000
-13.0%
33,949
-10.1%
0.17%
-13.3%
Q4 2017$1,121,000
+8.1%
37,759
+5.4%
0.20%
-2.5%
Q3 2017$1,037,000
+92.0%
35,821
+88.4%
0.20%
+81.8%
Q2 2017$540,000
+79.4%
19,009
+50.8%
0.11%
+61.8%
Q1 2016$301,00012,6050.07%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 589,743$17,627,0008.56%
Schoolcraft Capital LLC 772,391$23,086,7797.83%
Jordan Park Group LLC 2,637,935$78,848,0006.11%
DB Wealth Management Group, LLC 218,966$6,545,0004.67%
Wealthgate Family Office, LLC 56,290$1,683,0004.48%
Verde Capital Management 277,253$8,287,0004.03%
Avestar Capital, LLC 507,381$15,166,0003.86%
RiverFront Investment Group, LLC 3,059,046$96,349,0003.61%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,994,685$59,621,0003.53%
WESCAP Management Group, Inc. 296,511$8,862,0003.39%
View complete list of ISHARES TR shareholders