Diversified Trust Co - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 731 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
Diversified Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$809,711
-36.2%
8,188
-35.0%
0.03%
-32.6%
Q2 2023$1,269,550
-15.5%
12,596
-14.8%
0.05%
-22.0%
Q1 2023$1,502,941
+114540.8%
14,784
+17.5%
0.06%
+7.3%
Q4 2022$1,31112,5790.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
CVS HEALTH Corp 306,791$30,921,46515.99%
Essex Private Wealth Management, LLC 35,559$3,584,01212.32%
VAUGHAN & Co SECURITIES, INC. 142,453$14,357,88510.21%
REGIMEN WEALTH, LLC 225,080$22,685,8279.40%
Kapstone Financial Advisors LLC 103,915$10,781,1818.93%
Kerntke Otto McGlone Wealth Management Group 90,058$9,077,0008.89%
SWEENEY & MICHEL, LLC 136,460$14,039,0277.23%
BEAM WEALTH ADVISORS, INC. 90,110$9,082,2346.30%
Shira Ridge Wealth Management 93,967$9,470,9475.94%
FOREFRONT WEALTH MANAGEMENT INC. 43,573$4,391,7385.80%
View complete list of ISHARES TR shareholders