United Capital Management of KS, Inc. - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 578 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.

Quarter-by-quarter ownership
United Capital Management of KS, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$233,424
+7.4%
2,147
+8.9%
0.05%
+2.0%
Q1 2024$217,264
-9.8%
1,971
-12.5%
0.05%
-46.8%
Q1 2022$241,000
+9.0%
2,253
+3.2%
0.09%
+14.6%
Q4 2021$221,000
-18.1%
2,184
-20.7%
0.08%
-52.0%
Q4 2019$270,0002,7540.17%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 143,588$13,535,00010.11%
Titus Wealth Management 179,596$16,931,0008.89%
Lantz Financial LLC 115,093$10,849,0005.56%
BT Wealth Management LLC 168,815$15,913,0004.94%
Forefront Analytics, LLC 140,263$13,223,0004.82%
KFA Private Wealth Group, LLC 82,186$7,747,0004.24%
LBMC INVESTMENT ADVISORS, LLC 25,682$44,502,0004.16%
Astor Investment Management LLC 193,841$18,271,0004.06%
WC Walker & Associates, Inc. 79,157$7,461,0004.00%
Bernardo Wealth Planning LLC 63,517$5,987,0003.48%
View complete list of ISHARES TR shareholders