Essex Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 498 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

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 Q4 2020
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 121,777$10,676,0009.46%
Titus Wealth Management 171,398$15,026,0009.23%
Wolff Financial Management LLC 150,512$13,195,0006.92%
Lantz Financial LLC 115,180$10,098,0006.30%
Forefront Analytics, LLC 137,725$12,072,0005.24%
LBMC INVESTMENT ADVISORS, LLC 423,474$37,126,0004.38%
WC Walker & Associates, Inc. 76,476$6,916,0003.98%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 198,276$17,383,0003.94%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 125,481$11,000,0003.76%
Keystone Financial Planning, Inc. 98,089$8,599,0003.57%
View complete list of ISHARES TR shareholders