U.S. Capital Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 689 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
U.S. Capital Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$198,940
-18.8%
1,908
-21.8%
0.01%
-18.2%
Q2 2022$245,0002,4390.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Titus Wealth Management 147,392$13,929,00013.74%
Stratford Consulting, LLC 389,378$36,796,00012.99%
FundX Investment Group, LLC 278,232$26,293,00010.87%
Wolff Financial Management LLC 144,770$13,681,00010.53%
Shamrock Asset Management LLC 114,465$10,817,0007.65%
Forefront Analytics, LLC 166,232$15,714,0006.69%
Bouchey Financial Group Ltd 283,575$26,798,0006.54%
LBMC INVESTMENT ADVISORS, LLC 408,268$38,581,0005.84%
Gunma Bank,Ltd. 61,000$5,765,0005.70%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 213,249$20,152,0005.68%
View complete list of ISHARES TR shareholders