Centric Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 486 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
Centric Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$306,000
+5.9%
2,8650.0%0.10%
+2.1%
Q4 2021$289,000
+7.0%
2,8650.0%0.10%
-4.0%
Q3 2021$270,000
-2.5%
2,8650.0%0.10%
+3.1%
Q2 2021$277,000
-46.3%
2,865
-47.3%
0.10%
-34.7%
Q1 2021$516,000
+8.6%
5,438
+0.4%
0.15%
-0.7%
Q4 2020$475,000
+28.0%
5,415
+33.2%
0.15%
-47.0%
Q3 2020$371,000
+10.4%
4,066
-1.8%
0.28%
+58.5%
Q2 2020$336,000
-9.4%
4,140
+1.8%
0.18%
-36.9%
Q1 2020$371,0000.0%4,0660.0%0.28%0.0%
Q3 2019$371,000
-2.9%
4,066
+0.5%
0.28%
-16.2%
Q2 2019$382,000
+1.6%
4,045
+0.4%
0.33%
-4.3%
Q1 2019$376,000
+11.2%
4,027
+0.5%
0.35%
+17.2%
Q4 2018$338,0004,0070.30%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Titus Wealth Management 173,488$16,336,00014.96%
Stratford Consulting, LLC 383,160$36,078,00012.35%
Wolff Financial Management LLC 149,025$14,032,00010.24%
Shamrock Asset Management LLC 107,050$10,080,0007.85%
Forefront Analytics, LLC 179,504$16,899,0006.96%
Bouchey Financial Group Ltd 283,019$26,649,0006.37%
LBMC INVESTMENT ADVISORS, LLC 410,238$38,628,0005.86%
WealthOne, LLC 85,024$8,006,0005.73%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 215,196$20,263,0005.53%
Gunma Bank,Ltd. 61,000$5,744,0005.46%
View complete list of ISHARES TR shareholders