Beacon Pointe Advisors, 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
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$654,316
+6.1%
6,617
+8.1%
0.01%
-20.0%
Q2 2023$616,890
-15.9%
6,121
-15.2%
0.01%
-23.1%
Q1 2023$733,475
+22.1%
7,215
+25.2%
0.01%
+8.3%
Q4 2022$600,509
+68.2%
5,761
+72.5%
0.01%
+140.0%
Q1 2022$357,0003,3390.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CVS HEALTH Corp 624,536$66,757,00044.83%
Stuart Chaussee & Associates, Inc. 243,504$26,028,00012.40%
Essex Private Wealth Management, LLC 40,860$4,368,00011.78%
VAUGHAN & Co SECURITIES, INC. 143,427$15,331,00010.60%
Titus Wealth Management 190,201$20,331,0009.16%
BT Wealth Management LLC 197,851$21,148,0005.50%
Forefront Analytics, LLC 134,961$14,426,0005.36%
FOREFRONT WEALTH MANAGEMENT INC. 47,707$5,099,0005.04%
Lantz Financial LLC 115,867$12,385,0005.04%
KFA Private Wealth Group, LLC 92,515$9,889,0004.96%
View complete list of ISHARES TR shareholders