HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,0000.0%120.0%0.00%
Q2 2022$1,000
-87.5%
12
-88.8%
0.00%
-100.0%
Q4 2021$8,0000.0%1070.0%0.00%0.0%
Q3 2021$8,0000.0%1070.0%0.00%0.0%
Q2 2021$8,0000.0%1070.0%0.00%0.0%
Q1 2021$8,0000.0%1070.0%0.00%
-33.3%
Q4 2020$8,000
+14.3%
1070.0%0.00%0.0%
Q3 2020$7,0000.0%1070.0%0.00%0.0%
Q2 2020$7,000
-65.0%
107
-67.6%
0.00%
-70.0%
Q1 2020$20,0003300.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
GRAYHAWK INVESTMENT STRATEGIES INC. 189,663$12,369,8218.30%
EWA, LLC 189,057$12,362,4358.01%
VAUGHAN & Co SECURITIES, INC. 120,987$7,890,7425.86%
Wharton Business Group, LLC 1,605,074$104,6835.82%
Burt Wealth Advisors 261,206$17,035,8425.23%
Balentine LLC 2,330,206$151,975,9995.08%
AGILIS PARTNERS LLC 179,543$11,7104.22%
Family Capital Trust Co 177,977$11,607,6254.11%
Insight Wealth Strategies, LLC 320,742$20,918,8084.04%
Friedenthal Financial 89,999$5,869,7353.98%
View complete list of ISHARES TR shareholders