Shamrock Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 558 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.5%.

Quarter-by-quarter ownership
Shamrock Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$10,080,000
-6.8%
107,050
-6.5%
7.85%
+2.6%
Q2 2019$10,817,000
+1.3%
114,4650.0%7.65%
-9.5%
Q1 2019$10,678,000114,4658.45%
Other shareholders
ISHARES TR shareholders Q4 2019
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