HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 262 filers reported holding ISHARES TR in Q3 2022. 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 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders