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 ↓
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