Shepherd Financial Partners LLC - 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
Shepherd Financial Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$363,638
+9.0%
3,577
+11.8%
0.06%
+1.7%
Q4 2022$333,568
-41.1%
3,200
-48.4%
0.06%
-45.5%
Q3 2022$566,000
-9.1%
6,2000.0%0.11%
-9.1%
Q2 2022$623,000
-6.0%
6,2000.0%0.12%
+2.5%
Q1 2022$663,0006,2000.12%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Titus Wealth Management 159,714$13,493,000,00012.98%
Stratford Consulting, LLC 377,305$31,875,00012.14%
LBMC INVESTMENT ADVISORS, LLC 409,632$34,606,0005.99%
Gunma Bank,Ltd. 61,000$5,153,0005.69%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,277$17,933,0005.50%
Smart Money Group LLC 54,996$4,646,0004.72%
Divergent Wealth Advisors 145,255$12,271,0004.59%
Sanchez Wealth Management Group 54,578$4,524,0004.57%
Wharton Business Group, LLC 510,276$43,108,0004.46%
Keystone Financial Planning, Inc. 75,169$6,350,0003.54%
View complete list of ISHARES TR shareholders