First Allied Advisory Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 366 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
First Allied Advisory Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$218,000
-34.5%
2,704
-34.1%
0.01%
-41.7%
Q2 2020$333,000
-66.0%
4,106
-70.0%
0.01%
-71.4%
Q1 2020$978,000
-42.9%
13,665
-21.7%
0.04%
-27.6%
Q4 2019$1,713,000
-1.0%
17,461
-5.0%
0.06%
-6.5%
Q3 2019$1,730,000
-3.5%
18,373
-3.2%
0.06%0.0%
Q2 2019$1,793,000
+0.9%
18,971
-0.4%
0.06%
+1.6%
Q1 2019$1,777,000
-57.8%
19,052
-61.9%
0.06%
-63.3%
Q4 2018$4,212,000
+154.8%
49,947
+173.0%
0.17%
+191.2%
Q3 2018$1,653,000
+10.9%
18,298
+4.2%
0.06%
+1.8%
Q2 2018$1,491,000
-24.0%
17,567
-24.6%
0.06%
-26.3%
Q1 2018$1,963,000
-12.9%
23,304
-6.6%
0.08%
-15.6%
Q4 2017$2,254,000
+13.0%
24,945
+7.4%
0.09%
+4.7%
Q3 2017$1,995,000
+8.8%
23,224
+5.2%
0.09%
+4.9%
Q2 2017$1,834,000
-3.0%
22,071
-2.1%
0.08%
-16.3%
Q1 2017$1,890,000
+15.1%
22,533
+12.9%
0.10%
+18.1%
Q4 2016$1,642,000
+23.2%
19,965
+21.7%
0.08%
+16.9%
Q3 2016$1,333,000
-45.1%
16,400
-44.5%
0.07%
-47.4%
Q2 2016$2,428,000
+38.3%
29,555
+31.9%
0.14%
+37.8%
Q1 2016$1,755,000
+31.1%
22,405
+23.1%
0.10%
+42.0%
Q4 2015$1,339,000
+18.5%
18,199
+11.7%
0.07%
+11.3%
Q3 2015$1,130,000
-25.0%
16,287
-20.4%
0.06%
-8.8%
Q2 2015$1,507,000
-7.3%
20,467
-5.7%
0.07%
-36.4%
Q1 2015$1,625,000
+1.4%
21,711
+3.7%
0.11%
-8.5%
Q4 2014$1,602,000
+31.9%
20,928
+29.6%
0.12%
+21.9%
Q3 2014$1,215,000
-0.7%
16,144
-0.6%
0.10%
+6.7%
Q2 2014$1,223,000
+9.3%
16,243
+4.0%
0.09%
+7.1%
Q1 2014$1,119,000
+160.8%
15,621
+155.0%
0.08%
+147.1%
Q4 2013$429,000
-77.9%
6,127
-79.1%
0.03%
-69.9%
Q3 2013$1,942,000
-9.3%
29,311
-9.3%
0.11%
-33.9%
Q2 2013$2,142,00032,3040.17%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Titus Wealth Management 173,488$16,336,00014.96%
Stratford Consulting, LLC 383,160$36,078,00012.35%
Wolff Financial Management LLC 149,025$14,032,00010.24%
Shamrock Asset Management LLC 107,050$10,080,0007.85%
Forefront Analytics, LLC 179,504$16,899,0006.96%
Bouchey Financial Group Ltd 283,019$26,649,0006.37%
LBMC INVESTMENT ADVISORS, LLC 410,238$38,628,0005.86%
WealthOne, LLC 85,024$8,006,0005.73%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 215,196$20,263,0005.53%
Gunma Bank,Ltd. 61,000$5,744,0005.46%
View complete list of ISHARES TR shareholders