Latitude Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 575 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.

Quarter-by-quarter ownership
Latitude Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$226,064
+11.4%
2,169
+7.5%
0.17%
-9.6%
Q2 2022$203,000
-54.2%
2,018
-51.3%
0.19%
+87.0%
Q1 2022$443,000
+45.2%
4,142
+37.2%
0.10%
+17.6%
Q4 2021$305,000
+7.4%
3,018
+0.1%
0.08%
-5.6%
Q3 2021$284,0003,0140.09%
Other shareholders
ISHARES TR shareholders Q4 2021
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