FULTON BREAKEFIELD BROENNIMAN LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 689 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.

Quarter-by-quarter ownership
FULTON BREAKEFIELD BROENNIMAN LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$288,000
-6.2%
2,8680.0%0.02%
-7.4%
Q1 2022$307,000
+5.9%
2,8680.0%0.03%
+28.6%
Q4 2021$290,000
+7.4%
2,8680.0%0.02%
-8.7%
Q3 2021$270,0002,8680.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
CVS HEALTH Corp 306,791$30,338,56216.22%
Essex Private Wealth Management, LLC 36,564$3,615,83412.35%
VAUGHAN & Co SECURITIES, INC. 145,774$14,415,57410.71%
REGIMEN WEALTH, LLC 232,655$23,007,2079.45%
Kerntke Otto McGlone Wealth Management Group 92,426$9,140,0139.42%
Kapstone Financial Advisors LLC 104,503$10,334,3029.31%
BEAM WEALTH ADVISORS, INC. 126,792$12,538,4788.91%
Townsend & Associates, Inc 348,342$32,664,0326.90%
SWEENEY & MICHEL, LLC 132,846$12,785,0746.70%
Sowa Financial Group, Inc. 89,860$8,8866.67%
View complete list of ISHARES TR shareholders