HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 129 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$137,256
+4669.1%
4,085
+4705.9%
0.03%
+2600.0%
Q2 2023$2,878
-5.4%
850.0%0.00%0.0%
Q1 2023$3,043
-24.8%
850.0%0.00%0.0%
Q4 2022$4,049
+1.2%
850.0%0.00%0.0%
Q3 2022$4,0000.0%850.0%0.00%0.0%
Q2 2022$4,000
-20.0%
850.0%0.00%0.0%
Q1 2022$5,0000.0%850.0%0.00%0.0%
Q4 2021$5,0000.0%850.0%0.00%0.0%
Q3 2021$5,0000.0%850.0%0.00%0.0%
Q2 2021$5,000850.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 274,074$9,809,1083.21%
COTTONWOOD CAPITAL ADVISORS, LLC 56,199$2,011,3461.85%
Adams Wealth Management 96,741$3,462,3601.12%
Bell Bank 222,881$7,976,9110.84%
Aft, Forsyth & Sober, LLC 40,000$1,431,6000.72%
MARTIN & CO INC /TN/ 70,338$2,517,4060.65%
Endurance Wealth Management, Inc. 111,031$3,9740.56%
AUGUSTINE ASSET MANAGEMENT INC 20,000$715,8000.35%
Wealth Management Partners, LLC 11,212$401,2770.28%
Family Firm, Inc. 25,907$927,2040.26%
View complete list of ISHARES TR shareholders