Epstein & White Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 498 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Epstein & White Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$227,000
-2.2%
2,365
-3.6%
0.06%
-11.8%
Q1 2021$232,000
-4.5%
2,453
-12.0%
0.07%
-9.3%
Q4 2020$243,000
+3.4%
2,789
-4.4%
0.08%
-10.7%
Q3 2020$235,000
-9.3%
2,917
-8.4%
0.08%
-14.3%
Q2 2020$259,0003,1830.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CVS HEALTH Corp 306,791$30,338,56216.22%
Essex Private Wealth Management, LLC 36,564$3,615,83412.35%
VAUGHAN & Co SECURITIES, INC. 145,774$14,415,57410.71%
REGIMEN WEALTH, LLC 232,655$23,007,2079.45%
Kerntke Otto McGlone Wealth Management Group 92,426$9,140,0139.42%
Kapstone Financial Advisors LLC 104,503$10,334,3029.31%
BEAM WEALTH ADVISORS, INC. 126,792$12,538,4788.91%
Townsend & Associates, Inc 348,342$32,664,0326.90%
SWEENEY & MICHEL, LLC 132,846$12,785,0746.70%
Sowa Financial Group, Inc. 89,860$8,8866.67%
View complete list of ISHARES TR shareholders