ACCESS FINANCIAL SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 201 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
ACCESS FINANCIAL SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$1,352,000
+1.6%
44,296
-0.4%
0.78%
-17.4%
Q3 2019$1,331,000
-5.1%
44,471
-5.5%
0.95%
-11.4%
Q2 2019$1,403,000
-0.5%
47,050
-3.7%
1.07%
-3.7%
Q1 2019$1,410,000
+11.8%
48,8400.0%1.11%
-1.0%
Q4 2018$1,261,00048,8401.12%
Other shareholders
ISHARES TR shareholders Q3 2019
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