HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 259 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,807
-4.0%
2040.0%0.00%0.0%
Q2 2023$10,219
-1.1%
2040.0%0.00%0.0%
Q1 2023$10,335
+3.2%
2040.0%0.00%0.0%
Q4 2022$10,018
+0.2%
2040.0%0.00%
-33.3%
Q3 2022$10,0000.0%2040.0%0.00%0.0%
Q2 2022$10,000
-9.1%
2040.0%0.00%0.0%
Q1 2022$11,000
-8.3%
2040.0%0.00%0.0%
Q4 2021$12,0000.0%2040.0%0.00%0.0%
Q3 2021$12,0000.0%2040.0%0.00%0.0%
Q2 2021$12,0000.0%2040.0%0.00%
-25.0%
Q1 2021$12,000
-7.7%
2040.0%0.00%0.0%
Q4 2020$13,000
+8.3%
2040.0%0.00%
-20.0%
Q3 2020$12,0000.0%2040.0%0.01%0.0%
Q2 2020$12,000
+9.1%
2040.0%0.01%0.0%
Q1 2020$11,0002040.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders