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 ↓
Titus Wealth Management 147,392$13,929,00013.74%
Stratford Consulting, LLC 389,378$36,796,00012.99%
FundX Investment Group, LLC 278,232$26,293,00010.87%
Wolff Financial Management LLC 144,770$13,681,00010.53%
Shamrock Asset Management LLC 114,465$10,817,0007.65%
Forefront Analytics, LLC 166,232$15,714,0006.69%
Bouchey Financial Group Ltd 283,575$26,798,0006.54%
LBMC INVESTMENT ADVISORS, LLC 408,268$38,581,0005.84%
Gunma Bank,Ltd. 61,000$5,765,0005.70%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 213,249$20,152,0005.68%
View complete list of ISHARES TR shareholders