Beacon Pointe Advisors, 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
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 Q3 2023
NameSharesValueWeighting ↓
CVS HEALTH Corp 624,536$62,722,00052.01%
Angeles Investment Advisors, LLC 2,162,920$217,222,00019.86%
Bull Oak Capital, LLC 162,500$16,320,00015.09%
Essex Private Wealth Management, LLC 38,182$3,835,00014.33%
VAUGHAN & Co SECURITIES, INC. 145,498$14,612,00011.71%
SWISS RE LTD 564,820$56,725,00011.35%
Rain Capital Management, LLC 133,852$13,443,0009.66%
Titus Wealth Management 189,826$19,064,0009.55%
MCIA Inc 182,506$18,400,0009.20%
Prostatis Group LLC 55,911$5,615,1758.75%
View complete list of ISHARES TR shareholders