PSI Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 698 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.

Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$60,872
-1.4%
5600.0%0.02%
-13.6%
Q1 2024$61,718
+8.1%
5600.0%0.02%
+4.8%
Q4 2023$57,114
+3.1%
5600.0%0.02%
-12.5%
Q3 2023$55,378
-9.6%
560
-7.9%
0.02%
-11.1%
Q2 2023$61,280
-55.9%
608
-55.6%
0.03%
-59.7%
Q1 2023$139,072
-2.5%
1,3680.0%0.07%
-11.8%
Q4 2022$142,600
-10.9%
1,368
-22.1%
0.08%
-9.5%
Q3 2022$160,000
-32.2%
1,755
-25.4%
0.08%
-27.6%
Q2 2022$236,000
-5.2%
2,354
+1.2%
0.12%
+12.6%
Q1 2022$249,000
+34.6%
2,325
+26.9%
0.10%
+37.3%
Q4 2021$185,000
+6.9%
1,8320.0%0.08%
-5.1%
Q3 2021$173,000
-29.4%
1,832
-40.0%
0.08%
-57.8%
Q3 2020$245,000
-7.5%
3,052
-6.7%
0.19%
-12.6%
Q2 2020$265,000
-24.5%
3,271
-33.5%
0.21%
-33.7%
Q1 2020$351,000
-55.2%
4,916
-38.5%
0.32%
-35.8%
Q4 2019$783,0007,9890.50%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
CVS HEALTH Corp 273,110$30,099,45314.21%
Essex Private Wealth Management, LLC 37,349$4,116,27711.66%
VAUGHAN & Co SECURITIES, INC. 155,183$17,102,70510.89%
REGIMEN WEALTH, LLC 261,587$28,818,04710.00%
BEAM WEALTH ADVISORS, INC. 130,272$14,357,3268.63%
Kapstone Financial Advisors LLC 103,189$11,372,4607.74%
Meiji Yasuda Life Insurance Co 3,008,172$331,530,6367.03%
SWEENEY & MICHEL, LLC 136,949$15,158,9016.71%
Foundry Financial Group, Inc. 80,849$8,910,3686.36%
Sowa Financial Group, Inc. 73,836$7,5316.14%
View complete list of ISHARES TR shareholders