55I, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
55I, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$32,853,000
-45.0%
359,881
-39.5%
0.92%
-45.1%
Q2 2022$59,714,000
+1654.2%
594,585
+1767.0%
1.67%
+1963.0%
Q1 2022$3,404,000
-10.7%
31,847
-15.6%
0.08%
-16.5%
Q4 2021$3,810,000
-3.2%
37,731
-9.6%
0.10%
-17.1%
Q3 2021$3,936,000
+1649.3%
41,756
+1694.4%
0.12%
+1362.5%
Q2 2021$225,000
-84.0%
2,327
-86.7%
0.01%
-93.7%
Q3 2020$1,404,00017,4450.13%
Other shareholders
ISHARES TR shareholders Q3 2021
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