HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 182 filers reported holding ISHARES TR in Q3 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
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 Q3 2021
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders