HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 8.74 and the average weighting 0.4%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$59,400
-7.6%
2650.0%0.01%0.0%
Q2 2023$64,305
+7.0%
2650.0%0.01%0.0%
Q1 2023$60,108
+5.7%
2650.0%0.01%
-7.7%
Q4 2022$56,848
+38.7%
265
+32.5%
0.01%
-23.5%
Q2 2020$41,000
+28.1%
2000.0%0.02%
+6.2%
Q1 2020$32,0002000.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 77,090$16,514,219,00014.90%
Noven Financial Group, Inc. 124,424$26,654,00012.32%
Rinet Co LLC 161,807$34,662,0009.50%
Cohen Klingenstein LLC 662,705$141,965,0008.25%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 13,500$2,891,0007.15%
Hillcrest Wealth Advisors - NY, LLC 33,110$7,093,0005.90%
Corundum Group, Inc. 26,183$5,609,0005.89%
Crestone Asset Management LLC 80,784$17,306,0005.86%
JOYN Advisors, Inc. 116,192$24,891,0005.33%
Powell Investment Advisors, LLC 22,356$4,789,0004.99%
View complete list of ISHARES TR shareholders