Clearview Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.

Quarter-by-quarter ownership
Clearview Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$61,287
-6.4%
608
-5.6%
0.06%
-6.1%
Q1 2023$65,512
-74.9%
644
-74.3%
0.07%
-67.3%
Q4 2022$261,093
-75.6%
2,504
-78.6%
0.20%
-76.2%
Q3 2022$1,068,000
-25.2%
11,697
-17.8%
0.85%
-20.8%
Q2 2022$1,428,00014,2221.07%
Other shareholders
ISHARES TR shareholders Q2 2022
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