Hefty Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 34 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Hefty Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$7,000
-99.2%
225
-99.2%
0.01%
-99.0%
Q4 2017$837,000
+83600.0%
27,425
+63679.1%
0.52%
+51700.0%
Q3 2016$1,000430.00%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 151,918$5,162,0005.71%
Armbruster Capital Management, Inc. 291,305$9,899,0003.80%
ATWOOD & PALMER INC 886,075$30,109,0003.79%
ATLAS CAPITAL ADVISORS LLC 259,225$8,808,465,0002.09%
Kathmere Capital Management, LLC 242,839$8,252,0002.05%
MERCER GLOBAL ADVISORS INC /ADV 3,854,039$130,960,0001.97%
Beacon Harbor Wealth Advisors, Inc. 110,369$3,750,0001.83%
Segment Wealth Management, LLC 298,696$10,150,0001.65%
OmniStar Financial Group, Inc. 55,689$1,892,0001.43%
Ackerman Capital Advisors, LLC 148,788$5,056,0001.41%
View complete list of ISHARES TR shareholders