HOHIMER WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
HOHIMER WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$882,471
-34.5%
19,027
-34.2%
0.25%
-32.3%
Q2 2023$1,347,686
-9.0%
28,895
-8.0%
0.37%
-13.3%
Q1 2023$1,480,625
-5.3%
31,399
-6.7%
0.43%
-14.0%
Q4 2022$1,562,703
-29.4%
33,650
-29.9%
0.50%
-29.8%
Q3 2022$2,213,000
-9.1%
48,012
-6.5%
0.71%
-1.1%
Q2 2022$2,435,000
+83.4%
51,373
+87.5%
0.72%
+174.4%
Q1 2022$1,328,00027,3940.26%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders