HMS Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 27 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HMS Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$212,000
-15.2%
8,496
-10.3%
0.11%
+1.9%
Q1 2022$250,000
-10.4%
9,476
-4.0%
0.10%
-13.2%
Q4 2021$279,000
-1.4%
9,868
+0.0%
0.12%
-9.0%
Q3 2021$283,000
-2.7%
9,866
-1.9%
0.13%
+1.5%
Q2 2021$291,000
+2.1%
10,061
+0.0%
0.13%
+8.3%
Q1 2021$285,000
-7.8%
10,060
-3.7%
0.12%
-14.2%
Q4 2020$309,000
+1.6%
10,444
+0.0%
0.14%
+19.5%
Q3 2020$304,000
+1.0%
10,442
+0.0%
0.12%
-10.6%
Q2 2020$301,000
+6.0%
10,439
-3.6%
0.13%
-52.3%
Q1 2020$284,000
-7.2%
10,834
-1.8%
0.28%
+114.7%
Q4 2019$306,0000.0%11,027
+0.1%
0.13%
+13.2%
Q3 2019$306,000
-4.4%
11,021
-6.6%
0.11%
-17.4%
Q2 2019$320,000
+15.1%
11,798
+10.8%
0.14%
+16.9%
Q1 2019$278,00010,6520.12%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 159,786$4,608,0004.34%
BRANDYWINE OAK PRIVATE WEALTH LLC 429,242$12,384,0002.20%
Signature Wealth Management Group 76,916$2,218,0001.70%
Timber Creek Capital Management LLC 48,060$1,386,0000.87%
Motley Fool Wealth Management, LLC 502,929$14,504,0000.82%
Andesa Financial Management Inc. 24,070$696,0000.62%
Wealth Advisory Solutions, LLC 64,615$1,864,0000.52%
Avestar Capital, LLC 37,953$1,095,0000.48%
Peloton Wealth Strategists 26,000$750,0000.47%
Capital Investment Advisors, LLC 240,136$6,926,0000.36%
View complete list of ISHARES TR shareholders