Essex Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 499 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.02 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 Q1 2020
NameSharesValueWeighting ↓
Titus Wealth Management 1,790$15,968,00014.08%
Stratford Consulting, LLC 386,875$36,092,00012.90%
Wolff Financial Management LLC 139,397$13,004,00010.79%
FundX Investment Group, LLC 282,560$26,360,0008.95%
Shamrock Asset Management LLC 114,465$10,678,0008.45%
WealthOne, LLC 71,567$6,676,0007.54%
Bouchey Financial Group Ltd 272,286$25,402,0006.35%
LBMC INVESTMENT ADVISORS, LLC 402,694$37,567,0005.96%
Lantz Financial LLC 87,090$8,125,0005.89%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,937$19,865,0005.76%
View complete list of ISHARES TR shareholders