HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,748
-12.8%
1350.0%0.00%0.0%
Q2 2023$3,153
+0.4%
1350.0%0.00%0.0%
Q1 2023$3,142
-87.6%
135
-86.6%
0.00%
-83.3%
Q4 2022$25,296
-6.3%
1,0050.0%0.01%
-14.3%
Q3 2022$27,000
-6.9%
1,0050.0%0.01%0.0%
Q2 2022$29,000
-17.1%
1,0050.0%0.01%
-12.5%
Q1 2022$35,000
-20.5%
1,0050.0%0.01%
-27.3%
Q4 2021$44,000
-13.7%
1,0050.0%0.01%
-21.4%
Q3 2021$51,000
-1.9%
1,0050.0%0.01%0.0%
Q2 2021$52,000
+13.0%
1,0050.0%0.01%0.0%
Q1 2021$46,000
+15.0%
1,005
+15.5%
0.01%0.0%
Q4 2020$40,000
+17.6%
8700.0%0.01%0.0%
Q3 2020$34,000
+3.0%
8700.0%0.01%0.0%
Q2 2020$33,000
+43.5%
8700.0%0.01%
+27.3%
Q1 2020$23,0008700.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 172,534$8,977,0003.42%
STRATEGIC WEALTH MANAGEMENT INC 40,772$2,121,0001.14%
Sharkey, Howes & Javer 64,027$3,331,0000.88%
Wharton Business Group, LLC 162,890$8,475,0000.66%
Congress Park Capital LLC 21,780$1,133,0000.57%
Wolf Group Capital Advisors 16,789$874,0000.47%
TCG Advisory Services, LLC 29,516$1,536,0000.41%
Wealthcare Advisory Partners LLC 109,762$5,711,0000.38%
BAKER TILLY WEALTH MANAGEMENT, LLC 22,450$1,168,0000.19%
Mayflower Financial Advisors, LLC 16,201$843,0000.12%
View complete list of ISHARES TR shareholders