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

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 481 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
RESOURCES MANAGEMENT CORP /CT/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
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 Q2 2020
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