HHM Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 126 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,764
-2.6%
1560.0%0.00%0.0%
Q2 2023$12,078
+8.6%
1560.0%0.00%0.0%
Q1 2023$11,117
+7.5%
1560.0%0.00%0.0%
Q4 2022$10,344
+3.4%
1560.0%0.00%
-33.3%
Q3 2022$10,0000.0%1560.0%0.00%0.0%
Q2 2022$10,0001560.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Bank of Italy 6,282,081$473,73215.12%
W ADVISORS, LLC 76,506$5,769,3174.74%
RPg Family Wealth Advisory, LLC 69,355$5,251,7972.16%
BLUESTEM FINANCIAL ADVISORS, LLC 40,534$3,056,6651.86%
One Wealth Advisors, LLC 99,887$7,532,4791.67%
First Ascent Asset Management, LLC 140,953$10,629,2871.37%
RETIREMENT CAPITAL STRATEGIES 29,820$2,248,7261.05%
Omega Financial Group, LLC 23,878$1,800,6300.88%
Friedenthal Financial 15,802$1,191,6290.81%
KICKSTAND VENTURES, LLC. 25,498$1,922,8040.60%
View complete list of ISHARES TR shareholders