Fort Sheridan Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 697 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.

Quarter-by-quarter ownership
Fort Sheridan Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$385,671
-0.7%
3,900
+1.2%
0.09%
-2.2%
Q2 2023$388,243
+4.6%
3,852
+5.5%
0.09%
-5.3%
Q1 2023$371,059
+46.1%
3,650
+45.2%
0.09%
+28.8%
Q4 2021$254,0002,5130.07%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Stratford Consulting, LLC 373,709$31,339,00012.52%
Noven Financial Group, Inc. 188,161$15,779,00010.33%
Wharton Business Group, LLC 888,050$74,472,0007.96%
LBMC INVESTMENT ADVISORS, LLC 434,081$36,402,0006.51%
Corbenic Partners LLC 60,887$5,106,0006.26%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 197,529$16,565,0005.83%
ARS Wealth Advisors, LLC 147,911$12,404,0005.30%
Simply Money Advisors 404,049$33,884,0004.74%
Keystone Financial Planning, Inc. 66,633$5,588,0003.47%
Financial Advisors Network, Inc. 45,859$3,815,0003.30%
View complete list of ISHARES TR shareholders