HOHIMER WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 295 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.

Quarter-by-quarter ownership
HOHIMER WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,116,564
-28.1%
15,046
-26.0%
0.32%
-25.6%
Q2 2023$1,553,010
+4.8%
20,338
-0.3%
0.43%0.0%
Q1 2023$1,481,811
-53.4%
20,405
-55.8%
0.43%
-58.0%
Q3 2022$3,180,000
-11.6%
46,157
-11.0%
1.02%
-3.9%
Q2 2022$3,597,000
-16.8%
51,859
-0.1%
1.06%
+24.5%
Q1 2022$4,324,00051,9000.85%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Friedenthal Financial 71,014$4,893,0003.41%
Aspire Wealth Management Corp 43,555$3,001,0002.83%
360 Financial, Inc. 50,015$3,446,0002.24%
Buttonwood Financial Group, LLC 31,111$2,101,0002.18%
AIRE ADVISORS, LLC 85,004$5,857,0002.02%
Baron Financial Group, LLC 38,925$2,682,0001.81%
MCMORGAN & CO LLC 107,335$7,395,0001.75%
LPWM LLC 41,623$2,868,0001.71%
Future Financial Wealth Managment LLC 19,900$1,380,0001.59%
HORIZON FINANCIAL SERVICES, LLC 24,636$1,697,0001.51%
View complete list of ISHARES TR shareholders