HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. 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
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 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders