Hefty Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 481 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.57 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 Q1 2018
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders