PACIFIC CAPITAL WEALTH ADVISORS, INC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.

Quarter-by-quarter ownership
PACIFIC CAPITAL WEALTH ADVISORS, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$314,272
-1.9%
3,1780.0%0.09%
+8.6%
Q2 2023$320,311
-0.9%
3,1780.0%0.08%
-2.4%
Q1 2023$323,075
-2.5%
3,1780.0%0.08%
-3.5%
Q4 2022$331,2753,1780.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 121,777$10,676,0009.46%
Titus Wealth Management 171,398$15,026,0009.23%
Wolff Financial Management LLC 150,512$13,195,0006.92%
Lantz Financial LLC 115,180$10,098,0006.30%
Forefront Analytics, LLC 137,725$12,072,0005.24%
LBMC INVESTMENT ADVISORS, LLC 423,474$37,126,0004.38%
WC Walker & Associates, Inc. 76,476$6,916,0003.98%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 198,276$17,383,0003.94%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 125,481$11,000,0003.76%
Keystone Financial Planning, Inc. 98,089$8,599,0003.57%
View complete list of ISHARES TR shareholders