Hefty Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 107 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$48,000
-17.2%
306
-22.1%
0.03%
-18.4%
Q3 2017$58,000
-10.8%
393
-20.1%
0.04%
-19.1%
Q1 2017$65,000
+30.0%
492
+19.7%
0.05%
+23.7%
Q3 2016$50,0004110.04%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Gruss & Co., LLC 2,000$533,0001.93%
Ayalon Insurance Comp Ltd. 19,393$5,204,0001.73%
Rothschild Capital Partners, LLC 20,199$5,382,0001.72%
Wharton Business Group, LLC 66,570$17,738,0001.38%
MARTIN & CO INC /TN/ 18,410$4,906,0001.22%
FMA ADVISORY INC 12,310$3,280,0001.22%
Aveo Capital Partners, LLC 16,140$4,301,0000.95%
Terra Nova Asset Management LLC 3,666$977,0000.84%
ASSETMARK, INC 586,040$156,156,0000.72%
Carl P. Sherr & Co., LLC 3,465$923,0000.64%
View complete list of ISHARES TR shareholders