INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 486 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$152,000
+4966.7%
1,878
+5116.7%
0.03%
+3000.0%
Q1 2020$3,000
+200.0%
36
+227.3%
0.00%
Q4 2019$1,00011
+266.7%
0.00%
Q3 2019$030.0%0.00%
Q2 2019$030.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 143,588$13,535,00010.11%
Titus Wealth Management 179,596$16,931,0008.89%
Lantz Financial LLC 115,093$10,849,0005.56%
BT Wealth Management LLC 168,815$15,913,0004.94%
Forefront Analytics, LLC 140,263$13,223,0004.82%
KFA Private Wealth Group, LLC 82,186$7,747,0004.24%
LBMC INVESTMENT ADVISORS, LLC 25,682$44,502,0004.16%
Astor Investment Management LLC 193,841$18,271,0004.06%
WC Walker & Associates, Inc. 79,157$7,461,0004.00%
Bernardo Wealth Planning LLC 63,517$5,987,0003.48%
View complete list of ISHARES TR shareholders