Wealth Advisory Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is HEFA and the CUSIP is 46434V803. A total of 176 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Wealth Advisory Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$2,997,000
+2.4%
108,837
+2.6%
0.80%
-2.5%
Q2 2020$2,928,000
+40.7%
106,108
+23.5%
0.82%
+15.3%
Q1 2020$2,081,000
-28.0%
85,938
-9.3%
0.71%
-7.2%
Q4 2019$2,891,00094,7490.76%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Private Vista, LLC 1,858,792$55,439,00013.87%
Schoolcraft Capital LLC 495,372$14,771,9828.80%
Rainier Group Investment Advisory LLC 611,803$18,244,0008.18%
WESCAP Management Group, Inc. 449,850$13,414,0005.54%
VERITY Wealth Advisors 183,970$5,486,0005.40%
BT Wealth Management LLC 305,822$8,676,0005.01%
COLDSTREAM CAPITAL MANAGEMENT INC 1,640,454$48,918,0004.07%
Cypress Capital, LLC 237,388$7,079,0003.20%
FIRST HAWAIIAN BANK 1,799,495$53,661,0002.87%
Meridian Wealth Advisors, LLC 129,714$3,868,0002.70%
View complete list of ISHARES TR shareholders