Wagner Wealth Management, 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
Wagner Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$5,000
-16.7%
54
-10.0%
0.00%
-20.0%
Q3 2021$6,0000.0%600.0%0.01%
+25.0%
Q2 2021$6,000
-40.0%
60
-45.5%
0.00%
-50.0%
Q1 2021$10,0000.0%1100.0%0.01%
-20.0%
Q4 2020$10,0001100.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Titus Wealth Management 1,790$15,968,00014.08%
Stratford Consulting, LLC 386,875$36,092,00012.90%
Wolff Financial Management LLC 139,397$13,004,00010.79%
FundX Investment Group, LLC 282,560$26,360,0008.95%
Shamrock Asset Management LLC 114,465$10,678,0008.45%
WealthOne, LLC 71,567$6,676,0007.54%
Bouchey Financial Group Ltd 272,286$25,402,0006.35%
LBMC INVESTMENT ADVISORS, LLC 402,694$37,567,0005.96%
Lantz Financial LLC 87,090$8,125,0005.89%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,937$19,865,0005.76%
View complete list of ISHARES TR shareholders