Advisor Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 200 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Advisor Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$5,838,000
-28.6%
191,238
-29.9%
0.04%
-33.3%
Q3 2019$8,175,000
+6.9%
272,998
+6.5%
0.06%
+1.7%
Q2 2019$7,644,000
-7.3%
256,281
-10.2%
0.06%
-13.2%
Q1 2019$8,244,000
+2.3%
285,465
-8.6%
0.07%
-13.9%
Q4 2018$8,061,000
-12.4%
312,243
+1.7%
0.08%
-15.1%
Q3 2018$9,197,000
+25.4%
307,129
+24.0%
0.09%
-7.9%
Q2 2018$7,336,000
-77.4%
247,763
-78.1%
0.10%
-77.4%
Q1 2018$32,486,000
-18.4%
1,131,080
-15.7%
0.45%
-16.2%
Q4 2017$39,828,000
+37.3%
1,341,697
+33.9%
0.53%
+16.7%
Q3 2017$29,003,000
-5.4%
1,002,216
-7.1%
0.46%
-15.4%
Q2 2017$30,668,000
+108.5%
1,079,134
+101.8%
0.54%
+81.5%
Q1 2017$14,712,000
+174.8%
534,622
+160.8%
0.30%
+145.5%
Q4 2016$5,354,000
+15.4%
205,023
+9.6%
0.12%
+8.0%
Q3 2016$4,640,000
+29.6%
187,034
+25.2%
0.11%
+19.1%
Q2 2016$3,580,000149,3950.09%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Blankinship & Foster, LLC 589,743$17,627,0008.56%
Schoolcraft Capital LLC 772,391$23,086,7797.83%
Jordan Park Group LLC 2,637,935$78,848,0006.11%
DB Wealth Management Group, LLC 218,966$6,545,0004.67%
Wealthgate Family Office, LLC 56,290$1,683,0004.48%
Verde Capital Management 277,253$8,287,0004.03%
Avestar Capital, LLC 507,381$15,166,0003.86%
RiverFront Investment Group, LLC 3,059,046$96,349,0003.61%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,994,685$59,621,0003.53%
WESCAP Management Group, Inc. 296,511$8,862,0003.39%
View complete list of ISHARES TR shareholders