Seven Springs Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 469 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.76 and the average weighting 0.3%.

Quarter-by-quarter ownership
Seven Springs Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$142,000
+7.6%
1,5000.0%0.07%
-1.5%
Q4 2020$132,000
+9.1%
1,5000.0%0.07%
-10.5%
Q3 2020$121,000
-0.8%
1,5000.0%0.08%
-2.6%
Q2 2020$122,000
-5.4%
1,500
-16.6%
0.08%
-14.3%
Q1 2020$129,000
-86.3%
1,799
-81.3%
0.09%
-85.8%
Q4 2019$943,0009,6180.64%
Other shareholders
ISHARES TR shareholders Q3 2020
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