Watermark Asset Management, 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
Watermark Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$371,000
-1.1%
12,917
+2.2%
0.15%
-1.3%
Q4 2017$375,000
-3.6%
12,634
-6.1%
0.16%
-7.7%
Q3 2017$389,000
-71.6%
13,459
-72.1%
0.17%
-72.6%
Q2 2017$1,370,000
+96.3%
48,188
+89.9%
0.62%
+87.5%
Q1 2017$698,00025,3780.33%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
ADAMSBROWN WEALTH CONSULTANTS LLC 713,746$21,483,75510.58%
Blankinship & Foster, LLC 739,795$22,267,8257.36%
WIN ADVISORS, INC 497,002$14,959,8147.33%
Schoolcraft Capital LLC 730,243$21,980,3206.20%
Verde Capital Management 477,258$14,365,4725.58%
Wealthgate Family Office, LLC 56,290$1,694,3335.27%
COLDSTREAM CAPITAL MANAGEMENT INC 4,267,846$128,462,1604.20%
Hackensack Meridian Health, Inc. 395,000$27,223,4004.04%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 5,274,879$158,773,8643.81%
Hall Kathryn A. 354,130$10,659,3133.62%
View complete list of ISHARES TR shareholders