Family Management Corp - 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
Family Management Corp ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$589,000
-27.4%
7,260
-35.9%
0.24%
-40.7%
Q1 2020$811,000
-80.2%
11,328
-72.8%
0.40%
-71.3%
Q4 2019$4,091,000
+39.7%
41,719
+34.1%
1.41%
+29.3%
Q3 2019$2,929,000
+1350.0%
31,110
+1353.1%
1.09%
+1281.0%
Q2 2019$202,0002,1410.08%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
CVS HEALTH Corp 624,536$66,757,00044.83%
Stuart Chaussee & Associates, Inc. 243,504$26,028,00012.40%
Essex Private Wealth Management, LLC 40,860$4,368,00011.78%
VAUGHAN & Co SECURITIES, INC. 143,427$15,331,00010.60%
Titus Wealth Management 190,201$20,331,0009.16%
BT Wealth Management LLC 197,851$21,148,0005.50%
Forefront Analytics, LLC 134,961$14,426,0005.36%
FOREFRONT WEALTH MANAGEMENT INC. 47,707$5,099,0005.04%
Lantz Financial LLC 115,867$12,385,0005.04%
KFA Private Wealth Group, LLC 92,515$9,889,0004.96%
View complete list of ISHARES TR shareholders