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 ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders