Hefty Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 168 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.81 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 Q1 2018
NameSharesValueWeighting ↓
Connective Capital Management, LLC 50,071$3,091,0004.54%
Efficient Advisors, LLC 250,871$15,486,0004.32%
HBK Sorce Advisory LLC 209,742$12,948,0002.80%
MONROE BANK & TRUST/MI 87,477$5,400,0002.40%
BOK Financial Private Wealth, Inc. 149,054$9,201,0001.99%
TOTH FINANCIAL ADVISORY CORP 47,559$2,936,0001.44%
Twele Capital Management, Inc. 67,572$4,171,0001.44%
REGENTATLANTIC CAPITAL LLC 191,612$11,828,0001.40%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 37,535$2,317,0001.39%
Charles Schwab Investment Advisory, Inc. 510,838$31,534,0001.36%
View complete list of ISHARES TR shareholders