SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 600 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$61,919
+19.1%
594
+4.4%
0.00%0.0%
Q3 2022$52,000
-8.8%
5690.0%0.00%0.0%
Q2 2022$57,000
-1.7%
569
+4.6%
0.00%0.0%
Q1 2022$58,000
+5.5%
5440.0%0.00%0.0%
Q4 2021$55,000
+7.8%
5440.0%0.00%0.0%
Q3 2021$51,000
+218.8%
544
+174.7%
0.00%
+100.0%
Q3 2020$16,000
-67.3%
198
-65.9%
0.00%
-80.0%
Q4 2018$49,0005800.01%
Other shareholders
ISHARES TR shareholders Q1 2022
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