HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 393 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$12,453
+13.5%
360.0%0.00%0.0%
Q1 2023$10,970
+19.1%
360.0%0.00%0.0%
Q4 2022$9,211
+2.3%
360.0%0.00%0.0%
Q3 2022$9,000
-10.0%
360.0%0.00%
-33.3%
Q2 2022$10,000
-16.7%
360.0%0.00%0.0%
Q1 2022$12,000
-14.3%
360.0%0.00%0.0%
Q4 2021$14,0000.0%360.0%0.00%
-25.0%
Q3 2021$14,0000.0%360.0%0.00%0.0%
Q2 2021$14,000
+16.7%
360.0%0.00%0.0%
Q1 2021$12,000
-7.7%
360.0%0.00%0.0%
Q4 2020$13,000
+18.2%
360.0%0.00%0.0%
Q3 2020$11,000
-42.1%
36
-47.1%
0.00%
-50.0%
Q2 2020$19,000680.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders