HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$91,501
+0.4%
3,7000.0%0.02%
+5.9%
Q2 2023$91,094
+0.1%
3,7000.0%0.02%
-10.5%
Q1 2023$90,9833,7000.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 388,888$10,224,0004.73%
Paradigm, Strategies in Wealth Management, LLC 177,882$4,677,0004.42%
PFG Private Wealth Management, LLC 271,921$7,149,0004.18%
Aptus Capital Advisors, LLC 5,048,729$132,731,0003.42%
RVW Wealth, LLC 938,040$25,000,0003.00%
Cribstone Capital Management, LLC 172,887$4,545,0002.71%
Peloton Wealth Strategists 221,700$5,828,0002.39%
SONATA CAPITAL GROUP INC 196,028$5,154,0002.31%
Day & Ennis, LLC 214,751$5,646,0001.95%
SIGMA INVESTMENT COUNSELORS INC 957,067$25,161,0001.86%
View complete list of ISHARES TR shareholders