Heartwood Wealth Management Ltd - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 104 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 53.02 and the average weighting 0.6%.

Quarter-by-quarter ownership
Heartwood Wealth Management Ltd ownership history of ISHARES TR
ValueSharesWeighting
Q3 2016$9,060,000
-1.8%
79,799
-9.0%
15.37%
+13.3%
Q2 2016$9,223,000
+13.8%
87,700
+8.9%
13.57%
+20.8%
Q1 2016$8,108,000
-73.3%
80,536
-72.5%
11.23%
-65.2%
Q4 2015$30,417,000293,01032.27%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders