Sharkey, Howes & Javer - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 141 filers reported holding ISHARES TR in Q4 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 Q4 2015
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