HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q3 2021
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders