PrairieView Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 600 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
PrairieView Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$50.0%530.0%0.00%0.0%
Q2 2023$50.0%530.0%0.00%0.0%
Q1 2023$50.0%530.0%0.00%0.0%
Q4 2022$5
-99.9%
530.0%0.00%0.0%
Q3 2022$5,0000.0%530.0%0.00%0.0%
Q2 2022$5,000
-16.7%
530.0%0.00%0.0%
Q1 2022$6,000
-93.5%
53
-94.3%
0.00%
-92.3%
Q4 2021$93,000
+6.9%
9220.0%0.01%0.0%
Q3 2021$87,000
-3.3%
922
-0.8%
0.01%0.0%
Q2 2021$90,000
-15.9%
929
-17.6%
0.01%
-23.5%
Q1 2021$107,000
-38.9%
1,128
-43.6%
0.02%
-45.2%
Q4 2020$175,000
-65.4%
1,999
-68.2%
0.03%
-70.8%
Q3 2020$506,000
+666.7%
6,282
+668.0%
0.11%
+606.7%
Q2 2020$66,000
-44.1%
818
-50.0%
0.02%0.0%
Q1 2020$118,000
-62.8%
1,636
-49.4%
0.02%
-77.9%
Q4 2019$317,000
+3.9%
3,2350.0%0.07%
-4.2%
Q3 2019$305,0003,2350.07%
Other shareholders
ISHARES TR shareholders Q1 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