Intrepid Financial Planning Group LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.

Quarter-by-quarter ownership
Intrepid Financial Planning Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,932,508
-9.8%
19,542
-8.1%
1.00%
-2.5%
Q2 2023$2,142,795
-1.5%
21,260
-0.7%
1.03%
-6.4%
Q1 2023$2,176,337
+55.4%
21,408
+59.3%
1.10%
+44.3%
Q4 2022$1,400,67313,4370.76%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CVS HEALTH Corp 624,536$62,722,00052.01%
Angeles Investment Advisors, LLC 2,162,920$217,222,00019.86%
Bull Oak Capital, LLC 162,500$16,320,00015.09%
Essex Private Wealth Management, LLC 38,182$3,835,00014.33%
VAUGHAN & Co SECURITIES, INC. 145,498$14,612,00011.71%
SWISS RE LTD 564,820$56,725,00011.35%
Rain Capital Management, LLC 133,852$13,443,0009.66%
Titus Wealth Management 189,826$19,064,0009.55%
MCIA Inc 182,506$18,400,0009.20%
Prostatis Group LLC 55,911$5,615,1758.75%
View complete list of ISHARES TR shareholders