Phoenix Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 510 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Phoenix Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,675,890
+11.1%
57,396
+13.2%
3.34%
+12.1%
Q2 2023$5,108,743
+0.5%
50,687
+1.4%
2.97%
-5.5%
Q1 2023$5,083,000
+72514.3%
50,000
+67467.6%
3.15%
+62820.0%
Q3 2021$7,0000.0%740.0%0.01%0.0%
Q2 2021$7,0000.0%740.0%0.01%0.0%
Q1 2021$7,000
+16.7%
740.0%0.01%0.0%
Q4 2020$6,000740.01%
Other shareholders
ISHARES TR shareholders Q2 2021
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