HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 158 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$53,366
+1.3%
813
+3.6%
0.01%
-11.1%
Q1 2024$52,698
+5.5%
7850.0%0.01%0.0%
Q4 2023$49,974
+9.2%
7850.0%0.01%0.0%
Q3 2023$45,750
-4.6%
7850.0%0.01%0.0%
Q2 2023$47,980
+1.1%
7850.0%0.01%
-10.0%
Q1 2023$47,469
-46.5%
785
-50.5%
0.01%
-50.0%
Q4 2022$88,728
+146.5%
1,585
+194.6%
0.02%
+100.0%
Q3 2021$36,000
-39.0%
538
-38.9%
0.01%
-37.5%
Q2 2021$59,000
+15.7%
881
+12.1%
0.02%0.0%
Q1 2021$51,000
+6.2%
7860.0%0.02%0.0%
Q4 2020$48,000
+14.3%
786
+1.0%
0.02%
-5.9%
Q3 2020$42,000
+5.0%
7780.0%0.02%0.0%
Q2 2020$40,000
+17.6%
778
+1.2%
0.02%0.0%
Q1 2020$34,0007690.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
WealthStone, Inc. 376,352$20,627,853,0009.25%
Wealthquest Corp 203,579$12,499,0004.72%
KEMPER Corp 425,689$23,332,0003.43%
Columbus Macro, LLC 264,243$14,483,0003.11%
FDx Advisors, Inc. 740,806$40,604,0001.59%
Cornerstone Wealth Group, LLC 93,321$5,115,0001.38%
Northwest Capital Management Inc 20,722$1,136,0001.24%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 75,162$4,120,0001.10%
MV CAPITAL MANAGEMENT, INC. 77,475$4,246,0000.98%
Global Strategic Investment Solutions, LLC 33,575$1,840,0000.93%
View complete list of ISHARES TR shareholders