HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,293
-3.7%
1840.0%0.00%0.0%
Q2 2023$13,800
+4.9%
1840.0%0.00%0.0%
Q1 2023$13,158
+4.7%
1840.0%0.00%0.0%
Q4 2022$12,567
-26.1%
184
-33.1%
0.00%
-25.0%
Q3 2022$17,000
-45.2%
275
-44.0%
0.00%
-50.0%
Q2 2022$31,0000.0%491
+22.8%
0.01%
+14.3%
Q1 2022$31,000
-41.5%
400
-35.1%
0.01%
-46.2%
Q4 2021$53,000
+8.2%
6160.0%0.01%0.0%
Q3 2021$49,000
-2.0%
6160.0%0.01%
-7.1%
Q2 2021$50,000
+4.2%
6160.0%0.01%
-6.7%
Q1 2021$48,000
+9.1%
6160.0%0.02%0.0%
Q4 2020$44,000
+18.9%
616
+300.0%
0.02%0.0%
Q3 2020$37,000
+8.8%
1540.0%0.02%
+7.1%
Q2 2020$34,000
+25.9%
1540.0%0.01%
+7.7%
Q1 2020$27,0001540.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders