Hefty Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 212 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.5%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$17,000
-98.1%
221
-98.2%
0.01%
-98.1%
Q3 2017$896,000
-15.4%
12,407
-21.0%
0.59%
-18.1%
Q2 2017$1,059,000
+11666.7%
15,702
+9082.5%
0.72%
+8937.5%
Q4 2016$9,000
-98.8%
171
-98.6%
0.01%
-98.6%
Q3 2016$760,00012,5720.58%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
LOCKERMAN FINANCIAL GROUP, INC. 45,000$3,376,0009.13%
SUMITOMO LIFE INSURANCE CO 4,392,099$329,539,0008.15%
Analyst IMS Investment Management Services Ltd. 760,510$57,062,0005.06%
Strategic Point Investment Advisors, LLC 203,002$15,231,0003.48%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$4,156,0003.20%
OLD MISSION CAPITAL LLC 1,089,189$81,722,0002.30%
GFS Advisors, LLC 101,055$7,582,0001.60%
PICTET BANK & TRUST Ltd 33,450$2,510,0001.41%
ACIMA PRIVATE WEALTH, LLC 37,568$2,819,0001.30%
PROVIDA PENSION FUND ADMINISTRATOR 539,669$41,290,0751.28%
View complete list of ISHARES TR shareholders