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 ↓
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