Essex Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 490 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
Essex Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$549,000
+4.4%
6,815
+5.1%
0.14%
-16.7%
Q2 2020$526,000
-9.2%
6,484
-19.9%
0.16%
-21.4%
Q1 2020$579,000
-26.9%
8,092
+0.1%
0.21%
-5.5%
Q4 2019$792,000
+13.5%
8,080
+9.1%
0.22%
-3.1%
Q3 2019$698,0007,4080.22%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
CVS HEALTH Corp 306,791$30,921,46515.99%
Essex Private Wealth Management, LLC 35,559$3,584,01212.32%
VAUGHAN & Co SECURITIES, INC. 142,453$14,357,88510.21%
REGIMEN WEALTH, LLC 225,080$22,685,8279.40%
Kapstone Financial Advisors LLC 103,915$10,781,1818.93%
Kerntke Otto McGlone Wealth Management Group 90,058$9,077,0008.89%
SWEENEY & MICHEL, LLC 136,460$14,039,0277.23%
BEAM WEALTH ADVISORS, INC. 90,110$9,082,2346.30%
Shira Ridge Wealth Management 93,967$9,470,9475.94%
FOREFRONT WEALTH MANAGEMENT INC. 43,573$4,391,7385.80%
View complete list of ISHARES TR shareholders