Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 458 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$265,000
-62.1%
3,709
-48.0%
0.06%
-48.2%
Q4 2019$699,000
-73.6%
7,128
-74.6%
0.11%
-75.4%
Q3 2019$2,647,000
+11.9%
28,116
+12.4%
0.46%
+0.7%
Q2 2019$2,365,000
+66.5%
25,009
+64.3%
0.45%
+60.6%
Q1 2019$1,420,00015,2180.28%
Other shareholders
ISHARES TR shareholders Q1 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