Hefty Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 704 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 2.68 and the average weighting 0.6%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$169,000
-1.7%
4,5070.0%0.11%
+1.9%
Q4 2017$172,000
-17.3%
4,507
-15.9%
0.11%
-22.5%
Q3 2017$208,000
-2.8%
5,361
-2.0%
0.14%
-5.5%
Q2 2017$214,000
+25.1%
5,468
+23.1%
0.15%
+17.7%
Q1 2017$171,000
+4.9%
4,442
+1.0%
0.12%
-9.5%
Q4 2016$163,000
-4.1%
4,398
+1.9%
0.14%
+6.2%
Q3 2016$170,000
+0.6%
4,314
+1.3%
0.13%
-7.2%
Q2 2016$169,0000.0%4,258
-1.8%
0.14%
-12.0%
Q1 2016$169,000
-18.8%
4,338
-19.1%
0.16%
-20.2%
Q4 2015$208,0005,3640.20%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders