Altium Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 484 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$542,000
-11.1%
5,395
-5.5%
0.04%0.0%
Q1 2022$610,000
+4.5%
5,706
-1.2%
0.04%
+2.6%
Q4 2021$584,000
+6.8%
5,778
-0.4%
0.04%
-2.6%
Q3 2021$547,000
+14.7%
5,801
+17.3%
0.04%
+11.4%
Q2 2021$477,000
-4.0%
4,946
-5.5%
0.04%
-12.5%
Q1 2021$497,000
+8.8%
5,236
+0.5%
0.04%0.0%
Q4 2020$457,000
+9.9%
5,212
+0.9%
0.04%
-7.0%
Q3 2020$416,000
-23.7%
5,166
-23.1%
0.04%
-29.5%
Q2 2020$545,000
-50.0%
6,718
-55.9%
0.06%
-59.1%
Q1 2020$1,090,000
-29.9%
15,239
-4.0%
0.15%
-19.9%
Q4 2019$1,556,000
+5.7%
15,866
+1.5%
0.19%
-6.1%
Q3 2019$1,472,000
-0.9%
15,630
-0.5%
0.20%
-7.9%
Q2 2019$1,485,000
+15.1%
15,711
+13.6%
0.22%
+4.4%
Q1 2019$1,290,000
+5.9%
13,825
-4.2%
0.21%
-11.6%
Q4 2018$1,218,000
-22.0%
14,435
-16.3%
0.23%
-22.1%
Q3 2018$1,561,000
+4.8%
17,238
-1.6%
0.30%
-24.7%
Q2 2018$1,489,000
-45.0%
17,516
-45.3%
0.40%
-62.7%
Q1 2018$2,705,000
-11.9%
32,021
-6.0%
1.06%
-24.2%
Q4 2017$3,071,00034,0731.40%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
CVS HEALTH Corp 624,536$66,757,00044.83%
Stuart Chaussee & Associates, Inc. 243,504$26,028,00012.40%
Essex Private Wealth Management, LLC 40,860$4,368,00011.78%
VAUGHAN & Co SECURITIES, INC. 143,427$15,331,00010.60%
Titus Wealth Management 190,201$20,331,0009.16%
BT Wealth Management LLC 197,851$21,148,0005.50%
Forefront Analytics, LLC 134,961$14,426,0005.36%
FOREFRONT WEALTH MANAGEMENT INC. 47,707$5,099,0005.04%
Lantz Financial LLC 115,867$12,385,0005.04%
KFA Private Wealth Group, LLC 92,515$9,889,0004.96%
View complete list of ISHARES TR shareholders