Taylor Hoffman Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 450 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
Taylor Hoffman Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$77,000
-17.2%
9500.0%0.05%
-20.0%
Q4 2019$93,000
+4.5%
9500.0%0.06%
-4.8%
Q3 2019$89,000
-1.1%
9500.0%0.06%
-12.5%
Q2 2019$90,000
+1.1%
9500.0%0.07%
+9.1%
Q1 2019$89,000
+11.2%
9500.0%0.07%
-8.3%
Q4 2018$80,000
-7.0%
9500.0%0.07%
+5.9%
Q3 2018$86,0009500.07%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
CVS HEALTH Corp 624,536$62,722,00052.01%
Angeles Investment Advisors, LLC 2,162,920$217,222,00019.86%
Bull Oak Capital, LLC 162,500$16,320,00015.09%
Essex Private Wealth Management, LLC 38,182$3,835,00014.33%
VAUGHAN & Co SECURITIES, INC. 145,498$14,612,00011.71%
SWISS RE LTD 564,820$56,725,00011.35%
Rain Capital Management, LLC 133,852$13,443,0009.66%
Titus Wealth Management 189,826$19,064,0009.55%
MCIA Inc 182,506$18,400,0009.20%
Prostatis Group LLC 55,911$5,615,1758.75%
View complete list of ISHARES TR shareholders