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 ↓
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