NWAM LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 310 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
NWAM LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$314,530
-2.1%
3,093
+0.4%
0.03%
+14.3%
Q4 2022$321,150
-45.1%
3,080
-51.9%
0.03%
-50.0%
Q3 2022$585,000
-25.3%
6,408
-18.0%
0.06%
-22.2%
Q2 2022$783,000
+16.5%
7,814
-4.4%
0.07%
-67.7%
Q4 2016$672,0008,1720.22%
Other shareholders
ISHARES TR shareholders Q4 2016
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