BT Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 226 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BT Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$9,779,000
+4.6%
320,455
+2.6%
4.98%
-4.5%
Q3 2019$9,347,000
+7.7%
312,199
+2.1%
5.22%
+4.0%
Q2 2019$8,676,000
+1.0%
305,822
+2.7%
5.01%
-1.0%
Q1 2019$8,594,000
+3.0%
297,669
-0.6%
5.06%
+40.8%
Q4 2018$8,347,000299,5073.60%
Other shareholders
ISHARES TR shareholders Q4 2019
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