STRATEGY ASSET MANAGERS LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 510 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
STRATEGY ASSET MANAGERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$213,000
-2.3%
2,2600.0%0.05%
+2.2%
Q2 2021$218,000
-1.8%
2,260
-3.5%
0.05%
-9.8%
Q1 2021$222,000
+8.3%
2,3420.0%0.05%
+4.1%
Q4 2020$205,0002,3420.05%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Titus Wealth Management 159,714$13,493,000,00012.98%
Stratford Consulting, LLC 377,305$31,875,00012.14%
LBMC INVESTMENT ADVISORS, LLC 409,632$34,606,0005.99%
Gunma Bank,Ltd. 61,000$5,153,0005.69%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,277$17,933,0005.50%
Smart Money Group LLC 54,996$4,646,0004.72%
Divergent Wealth Advisors 145,255$12,271,0004.59%
Sanchez Wealth Management Group 54,578$4,524,0004.57%
Wharton Business Group, LLC 510,276$43,108,0004.46%
Keystone Financial Planning, Inc. 75,169$6,350,0003.54%
View complete list of ISHARES TR shareholders