Hefty Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 163 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.3%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$39,000
-22.0%
405
-22.7%
0.02%
-19.4%
Q4 2017$50,000
+47.1%
524
+33.3%
0.03%
+34.8%
Q2 2017$34,000
-50.0%
393
-50.9%
0.02%
-53.1%
Q1 2017$68,000
+1.5%
801
+2.0%
0.05%
-12.5%
Q4 2016$67,0007850.06%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
One Capital Management, LLC 157,424$12,281,0004.00%
MONROE BANK & TRUST/MI 108,593$8,003,0002.90%
Efficient Advisors, LLC 238,363$18,595,0002.73%
Parkside Advisors LLC 46,817$3,652,0002.70%
JUNCTURE WEALTH STRATEGIES, LLC 44,786$3,494,0002.36%
Pegasus Partners Ltd. 60,569$4,725,0002.24%
WESCAP Management Group, Inc. 53,306$4,158,0002.17%
BOK Financial Private Wealth, Inc. 137,071$10,693,0001.62%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 33,705$2,629,0001.29%
SMITH, MOORE & CO. 40,583$3,166,0001.27%
View complete list of ISHARES TR shareholders