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 ↓
Mercer Investments LLC 2,284,517$54,782,711,00063.81%
Alliance Wealth Management Group 563,464$13,505,0009.50%
HARVEST CAPITAL MANAGEMENT INC 625,567$15,001,0007.02%
COLDSTREAM CAPITAL MANAGEMENT INC 1,130,505$27,110,0004.80%
Wharton Business Group, LLC 1,184,795$28,411,0003.36%
WESCAP Management Group, Inc. 273,019$6,547,0003.23%
BOK Financial Private Wealth, Inc. 809,657$19,416,0003.09%
Montecito Bank & Trust 264,384$6,339,0002.68%
CETERA INVESTMENT MANAGEMENT LLC 149,747$3,591,0002.12%
Hirtle Callaghan & Co LLC 463,364$11,111,0002.06%
View complete list of ISHARES TR shareholders