Cornerstone Planning Group LLC - 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
Cornerstone Planning Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$64,081
-11.4%
648
-9.7%
0.02%
-17.2%
Q2 2023$72,367
-62.8%
718
-61.6%
0.03%
-64.2%
Q4 2022$194,3971,8710.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Titus Wealth Management 1,790$15,968,00014.08%
Stratford Consulting, LLC 386,875$36,092,00012.90%
Wolff Financial Management LLC 139,397$13,004,00010.79%
FundX Investment Group, LLC 282,560$26,360,0008.95%
Shamrock Asset Management LLC 114,465$10,678,0008.45%
WealthOne, LLC 71,567$6,676,0007.54%
Bouchey Financial Group Ltd 272,286$25,402,0006.35%
LBMC INVESTMENT ADVISORS, LLC 402,694$37,567,0005.96%
Lantz Financial LLC 87,090$8,125,0005.89%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,937$19,865,0005.76%
View complete list of ISHARES TR shareholders