Strategic Equity Management - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 697 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.

Quarter-by-quarter ownership
Strategic Equity Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$8,027,449
+1.0%
79,645
+1.9%
2.75%
-2.9%
Q1 2023$7,947,253
-27.4%
78,175
-25.5%
2.83%
-32.6%
Q4 2022$10,939,478
+14.9%
104,945
+0.6%
4.20%
+6.4%
Q3 2022$9,521,000104,2973.94%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
CVS HEALTH Corp 624,536$62,722,00052.01%
Angeles Investment Advisors, LLC 2,162,920$217,222,00019.86%
Bull Oak Capital, LLC 162,500$16,320,00015.09%
Essex Private Wealth Management, LLC 38,182$3,835,00014.33%
VAUGHAN & Co SECURITIES, INC. 145,498$14,612,00011.71%
SWISS RE LTD 564,820$56,725,00011.35%
Rain Capital Management, LLC 133,852$13,443,0009.66%
Titus Wealth Management 189,826$19,064,0009.55%
MCIA Inc 182,506$18,400,0009.20%
Prostatis Group LLC 55,911$5,615,1758.75%
View complete list of ISHARES TR shareholders