Sheaff Brock Investment 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
Sheaff Brock Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$300,315
+13.3%
2,881
-0.7%
0.03%
+7.1%
Q3 2022$265,000
-8.3%
2,902
+0.7%
0.03%
+16.7%
Q2 2022$289,000
-6.2%
2,8810.0%0.02%
+14.3%
Q1 2022$308,0002,8810.02%
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