O'Brien Wealth Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 555 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.5%.

Quarter-by-quarter ownership
O'Brien Wealth Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$232,000
-32.4%
2,376
-34.8%
0.17%
-38.3%
Q3 2019$343,000
-16.3%
3,644
-15.0%
0.27%
-10.3%
Q2 2019$410,0004,2870.30%
Other shareholders
ISHARES TR shareholders Q4 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