MBM Wealth Consultants, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.

Quarter-by-quarter ownership
MBM Wealth Consultants, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$40.0%390.0%0.00%0.0%
Q4 2022$4
-99.9%
390.0%0.00%0.0%
Q3 2022$4,0000.0%390.0%0.00%0.0%
Q2 2022$4,0000.0%390.0%0.00%0.0%
Q1 2022$4,0000.0%390.0%0.00%0.0%
Q4 2021$4,000
-50.0%
39
-56.2%
0.00%
-50.0%
Q3 2021$8,000
-11.1%
890.0%0.00%0.0%
Q2 2021$9,000
+12.5%
890.0%0.00%0.0%
Q1 2021$8,0000.0%890.0%0.00%0.0%
Q4 2020$8,0000.0%89
-6.3%
0.00%
-20.0%
Q3 2020$8,0000.0%950.0%0.01%
-16.7%
Q2 2020$8,000
-46.7%
95
-53.7%
0.01%
-50.0%
Q1 2020$15,000
-50.0%
205
-32.8%
0.01%
-45.5%
Q4 2019$30,000
-11.8%
305
-15.0%
0.02%
-18.5%
Q3 2019$34,000
+277.8%
359
+298.9%
0.03%
+285.7%
Q2 2019$9,000
-87.1%
90
-88.0%
0.01%
-88.5%
Q1 2019$70,000
+11.1%
7500.0%0.06%0.0%
Q4 2018$63,0007500.06%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Titus Wealth Management 159,714$13,493,000,00012.98%
Stratford Consulting, LLC 377,305$31,875,00012.14%
LBMC INVESTMENT ADVISORS, LLC 409,632$34,606,0005.99%
Gunma Bank,Ltd. 61,000$5,153,0005.69%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,277$17,933,0005.50%
Smart Money Group LLC 54,996$4,646,0004.72%
Divergent Wealth Advisors 145,255$12,271,0004.59%
Sanchez Wealth Management Group 54,578$4,524,0004.57%
Wharton Business Group, LLC 510,276$43,108,0004.46%
Keystone Financial Planning, Inc. 75,169$6,350,0003.54%
View complete list of ISHARES TR shareholders