HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 117 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$117,792
-3.6%
2,0000.0%0.02%0.0%
Q2 2023$122,160
+8.3%
2,0000.0%0.02%0.0%
Q1 2023$112,820
+7.2%
2,0000.0%0.02%
-4.2%
Q4 2022$105,280
-26.4%
2,000
-30.9%
0.02%
-36.8%
Q3 2022$143,000
-4.7%
2,8950.0%0.04%0.0%
Q2 2022$150,000
-17.6%
2,8950.0%0.04%
-11.6%
Q1 2022$182,000
-5.2%
2,8950.0%0.04%
-6.5%
Q4 2021$192,000
+9.1%
2,8950.0%0.05%
-4.2%
Q3 2021$176,000
-2.2%
2,895
-2.2%
0.05%
-2.0%
Q2 2021$180,000
+4.7%
2,960
+286.9%
0.05%
-7.5%
Q1 2021$172,000
+3.6%
7650.0%0.05%
-7.0%
Q4 2020$166,000
+11.4%
7650.0%0.06%
-5.0%
Q3 2020$149,000
+11.2%
7650.0%0.06%
+7.1%
Q2 2020$134,000
+19.6%
7650.0%0.06%
+1.8%
Q1 2020$112,0007650.06%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 90,594$6,016,0003.89%
Brand Asset Management Group, Inc. 71,037$4,718,0002.12%
Dentgroup LLC 15,338$1,019,0000.96%
Equitable Holdings, Inc. 690,178$45,834,0000.72%
West Coast Financial LLC 41,378$2,748,0000.39%
Red Tortoise LLC 7,232$480,0000.33%
PACIFIC SUN FINANCIAL CORP 9,340$620,0000.33%
LANDAAS & CO /WI /ADV 8,290$551,0000.29%
Karn, Couzens & Associates, Inc. 5,932$394,0000.27%
FLAGSTAR ADVISORS INC 12,278$815,0000.25%
View complete list of ISHARES TR shareholders