HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 367 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.12 and the average weighting 0.3%.

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 2023
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders