Private Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 458 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Private Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$330,000
-51.3%
3,286
-48.1%
0.25%
+61.0%
Q1 2022$677,000
+5.9%
6,3310.0%0.15%
+14.1%
Q4 2021$639,000
-7.5%
6,331
-13.6%
0.14%
-13.5%
Q3 2021$691,000
-1.3%
7,331
+1.0%
0.16%
-1.9%
Q2 2021$700,000
+4.0%
7,255
+2.3%
0.16%
-4.8%
Q1 2021$673,000
+17.9%
7,095
+9.0%
0.17%
+59.0%
Q4 2020$571,000
+0.4%
6,507
-8.0%
0.10%
-12.5%
Q3 2020$569,000
-12.5%
7,073
-11.7%
0.12%
-14.9%
Q2 2020$650,000
+24.8%
8,009
+10.1%
0.14%
+4.4%
Q1 2020$521,000
-24.7%
7,277
+3.1%
0.14%
-8.8%
Q4 2019$692,000
-84.0%
7,061
-84.7%
0.15%
-80.7%
Q3 2019$4,334,000
+5.7%
46,028
-3.7%
0.77%
-17.9%
Q2 2019$4,102,000
-9.6%
47,819
-1.7%
0.94%
+8.5%
Q1 2019$4,539,000
+9.5%
48,654
-1.0%
0.86%
-3.5%
Q4 2018$4,146,000
-8.4%
49,140
-0.8%
0.89%
-1.4%
Q3 2018$4,524,000
+6.4%
49,544
-0.1%
0.91%
-1.4%
Q2 2018$4,252,000
+3.0%
49,574
+1.5%
0.92%
+0.1%
Q1 2018$4,128,000
+16.1%
48,859
+39948.4%
0.92%
+9.5%
Q4 2017$3,556,0001220.84%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Titus Wealth Management 159,714$13,493,000,00012.98%
Stratford Consulting, LLC 377,305$31,875,00012.14%
LBMC INVESTMENT ADVISORS, LLC 409,632$34,606,0005.99%
Gunma Bank,Ltd. 61,000$5,153,0005.69%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,277$17,933,0005.50%
Smart Money Group LLC 54,996$4,646,0004.72%
Divergent Wealth Advisors 145,255$12,271,0004.59%
Sanchez Wealth Management Group 54,578$4,524,0004.57%
Wharton Business Group, LLC 510,276$43,108,0004.46%
Keystone Financial Planning, Inc. 75,169$6,350,0003.54%
View complete list of ISHARES TR shareholders