Global Strategic Investment Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Strategic Investment Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,969,632
-2.7%
110,928
-0.9%
1.41%
+0.4%
Q2 2023$11,279,169
-0.7%
111,908
+0.2%
1.41%
-13.5%
Q1 2023$11,353,740
-2.2%
111,683
+0.3%
1.63%
+111.2%
Q4 2022$11,611,612
+14.9%
111,393
+0.6%
0.77%
+58.8%
Q3 2022$10,108,000
-9.2%
110,723
-0.1%
0.48%
-39.5%
Q2 2022$11,130,000
-5.8%
110,822
+0.2%
0.80%
+8.4%
Q1 2022$11,818,000
+6.0%
110,565
+0.2%
0.74%
-58.5%
Q4 2021$11,145,000
+3.2%
110,360
-3.7%
1.78%
-2.4%
Q3 2021$10,803,000
-2.4%
114,6080.0%1.82%
-1.9%
Q2 2021$11,063,000
+1.9%
114,608
+0.2%
1.86%
-6.5%
Q1 2021$10,859,000
+8.4%
114,436
+0.2%
1.99%
-12.1%
Q4 2020$10,013,000
+15.5%
114,208
+6.0%
2.26%
+2.8%
Q3 2020$8,670,000
+9.6%
107,726
+10.5%
2.20%
-0.3%
Q2 2020$7,909,000
+19.7%
97,461
+5.6%
2.21%
-10.5%
Q1 2020$6,607,00092,3362.47%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CVS HEALTH Corp 306,791$30,921,46515.99%
Essex Private Wealth Management, LLC 35,559$3,584,01212.32%
VAUGHAN & Co SECURITIES, INC. 142,453$14,357,88510.21%
REGIMEN WEALTH, LLC 225,080$22,685,8279.40%
Kapstone Financial Advisors LLC 103,915$10,781,1818.93%
Kerntke Otto McGlone Wealth Management Group 90,058$9,077,0008.89%
SWEENEY & MICHEL, LLC 136,460$14,039,0277.23%
BEAM WEALTH ADVISORS, INC. 90,110$9,082,2346.30%
Shira Ridge Wealth Management 93,967$9,470,9475.94%
FOREFRONT WEALTH MANAGEMENT INC. 43,573$4,391,7385.80%
View complete list of ISHARES TR shareholders