RESOURCES MANAGEMENT CORP /CT/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 379 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
RESOURCES MANAGEMENT CORP /CT/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$80.0%700.0%0.00%0.0%
Q1 2024$8
+14.3%
700.0%0.00%0.0%
Q4 2023$7
-12.5%
70
-12.5%
0.00%0.0%
Q3 2023$80.0%800.0%0.00%0.0%
Q2 2023$8
-99.5%
80
-98.5%
0.00%
-99.6%
Q1 2023$1,491
+16466.7%
5,191
+5667.8%
0.24%
+23900.0%
Q4 2022$9
-99.9%
900.0%0.00%0.0%
Q3 2022$8,000
-11.1%
900.0%0.00%0.0%
Q2 2022$9,000
-10.0%
900.0%0.00%0.0%
Q1 2022$10,000
+11.1%
900.0%0.00%0.0%
Q4 2021$9,000
+80.0%
90
+80.0%
0.00%0.0%
Q3 2021$5,0000.0%500.0%0.00%0.0%
Q2 2021$5,0000.0%500.0%0.00%0.0%
Q1 2021$5,000
+25.0%
500.0%0.00%0.0%
Q4 2020$4,0000.0%500.0%0.00%0.0%
Q3 2020$4,0000.0%500.0%0.00%0.0%
Q2 2020$4,0000.0%500.0%0.00%0.0%
Q1 2020$4,000
-20.0%
500.0%0.00%0.0%
Q4 2019$5,0000.0%500.0%0.00%0.0%
Q3 2019$5,000
+25.0%
500.0%0.00%0.0%
Q4 2018$4,0000.0%500.0%0.00%0.0%
Q3 2018$4,000500.00%
Other shareholders
ISHARES TR shareholders Q3 2018
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