Sharkey, Howes & Javer - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 108 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Sharkey, Howes & Javer ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$1,000
-50.0%
42
-43.2%
0.00%
-50.0%
Q3 2015$2,0000.0%74
+1.4%
0.00%0.0%
Q2 2015$2,000730.00%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
Private Vista, LLC 1,858,792$55,439,00013.87%
Schoolcraft Capital LLC 495,372$14,771,9828.80%
Rainier Group Investment Advisory LLC 611,803$18,244,0008.18%
WESCAP Management Group, Inc. 449,850$13,414,0005.54%
VERITY Wealth Advisors 183,970$5,486,0005.40%
BT Wealth Management LLC 305,822$8,676,0005.01%
COLDSTREAM CAPITAL MANAGEMENT INC 1,640,454$48,918,0004.07%
Cypress Capital, LLC 237,388$7,079,0003.20%
FIRST HAWAIIAN BANK 1,799,495$53,661,0002.87%
Meridian Wealth Advisors, LLC 129,714$3,868,0002.70%
View complete list of ISHARES TR shareholders