Hefty Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 465 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.25 and the average weighting 0.5%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$477,000
+2.1%
2,185
+1.0%
0.31%
+6.2%
Q4 2017$467,000
+3.5%
2,163
-2.9%
0.29%
-3.0%
Q3 2017$451,000
+4.2%
2,227
+1.0%
0.30%
+0.7%
Q2 2017$433,000
+1.2%
2,205
-1.8%
0.30%
-4.8%
Q1 2017$428,000
+1.4%
2,245
-3.2%
0.31%
-12.1%
Q4 2016$422,000
+1.2%
2,319
-3.0%
0.35%
+11.7%
Q3 2016$417,000
-9.0%
2,390
-11.9%
0.32%
-16.1%
Q2 2016$458,000
-14.9%
2,713
-18.1%
0.38%
-24.9%
Q1 2016$538,000
-14.3%
3,312
-15.1%
0.50%
-16.0%
Q4 2015$628,0003,9030.60%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders