HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 312 filers reported holding ISHARES TR in Q3 2023. 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 2023
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders