HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 359 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$54,531
-1.0%
8900.0%0.01%
-11.1%
Q1 2024$55,091
+8.1%
890
+400.0%
0.01%0.0%
Q4 2023$50,951
+6.0%
1780.0%0.01%0.0%
Q3 2023$48,073
-3.6%
1780.0%0.01%0.0%
Q2 2023$49,885
+2.6%
1780.0%0.01%
-10.0%
Q1 2023$48,605
-3.8%
1780.0%0.01%
-16.7%
Q4 2022$50,500
+12.2%
1780.0%0.01%0.0%
Q3 2022$45,000
-6.2%
1780.0%0.01%0.0%
Q2 2022$48,000
-5.9%
1780.0%0.01%0.0%
Q1 2022$51,000
-3.8%
1780.0%0.01%
-7.7%
Q4 2021$53,000
+8.2%
1780.0%0.01%0.0%
Q3 2021$49,0000.0%1780.0%0.01%0.0%
Q2 2021$49,000
+8.9%
1780.0%0.01%
-7.1%
Q1 2021$45,000
+2.3%
1780.0%0.01%
-6.7%
Q4 2020$44,000
+10.0%
1780.0%0.02%
-6.2%
Q3 2020$40,0001780.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 275,932$16,906,3498.08%
Perbak Capital Partners LLP 427,851$26,214,4317.75%
Sowa Financial Group, Inc. 108,907$6,6735.05%
Bellwether Advisors, LLC 376,352$23,059,0754.84%
First Citizens Financial Corp 110,781$6,787,5524.02%
HC Advisors, LLC 61,400$3,761,9843.47%
Audent Global Asset Management, LLC 40,479$2,480,1682.58%
Sheridan Capital Management, LLC 56,655$3,453,7082.57%
ETFIDEA, LLC 97,358$5,965,1262.02%
Oakworth Capital, Inc. 393,851$24,131,1921.76%
View complete list of ISHARES TR shareholders