Heartwood Wealth Management Ltd - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 726 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.15 and the average weighting 1.4%.

Quarter-by-quarter ownership
Heartwood Wealth Management Ltd ownership history of ISHARES TR
ValueSharesWeighting
Q3 2016$700,000
+3.6%
4,5220.0%1.19%
+19.4%
Q2 2016$676,000
+3.7%
4,5220.0%1.00%
+10.2%
Q1 2016$652,000
+3.5%
4,5220.0%0.90%
+35.2%
Q4 2015$630,0004,5220.67%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 853,525$241,616,00043.44%
HBC Financial Services, PLLC 154,207$43,652,00027.70%
Leonard Rickey Investment Advisors P.L.L.C. 254,516$72,048,00026.39%
LVZ, Inc. 498,297$141,058,00018.86%
Harbor Group, Inc. 110,734$31,346,00018.67%
New England Professional Planning Group Inc. 110,430$30,319,00018.49%
Millburn Ridgefield Corp 968,792$274,246,00017.49%
Investments & Financial Planning, LLC 70,663$18,897,00016.96%
CJM Wealth Advisers, Ltd. 80,136$22,685,02716.14%
Bryant Woods Investment Advisors, LLC 72,757$20,607,00016.08%
View complete list of ISHARES TR shareholders