Choate Investment Advisors - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Choate Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$3,0000.0%260.0%0.00%
Q1 2022$3,0000.0%260.0%0.00%
Q4 2021$3,000
-84.2%
26
-86.5%
0.00%
-100.0%
Q2 2021$19,000
-73.6%
192
-76.6%
0.00%
-75.0%
Q4 2020$72,000
+9.1%
8200.0%0.00%0.0%
Q3 2020$66,0008200.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 121,777$10,676,0009.46%
Titus Wealth Management 171,398$15,026,0009.23%
Wolff Financial Management LLC 150,512$13,195,0006.92%
Lantz Financial LLC 115,180$10,098,0006.30%
Forefront Analytics, LLC 137,725$12,072,0005.24%
LBMC INVESTMENT ADVISORS, LLC 423,474$37,126,0004.38%
WC Walker & Associates, Inc. 76,476$6,916,0003.98%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 198,276$17,383,0003.94%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 125,481$11,000,0003.76%
Keystone Financial Planning, Inc. 98,089$8,599,0003.57%
View complete list of ISHARES TR shareholders