Sovereign Financial Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 688 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sovereign Financial Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$494,042
-3.9%
4,545
-2.6%
0.12%
-9.6%
Q1 2024$514,019
+10.9%
4,664
+2.6%
0.14%
-3.5%
Q4 2023$463,545
+15.0%
4,545
+3.0%
0.14%
-13.5%
Q3 2022$403,000
-23.1%
4,413
-15.5%
0.16%
-20.9%
Q2 2022$524,0005,2220.21%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 143,588$13,535,00010.11%
Titus Wealth Management 179,596$16,931,0008.89%
Lantz Financial LLC 115,093$10,849,0005.56%
BT Wealth Management LLC 168,815$15,913,0004.94%
Forefront Analytics, LLC 140,263$13,223,0004.82%
KFA Private Wealth Group, LLC 82,186$7,747,0004.24%
LBMC INVESTMENT ADVISORS, LLC 25,682$44,502,0004.16%
Astor Investment Management LLC 193,841$18,271,0004.06%
WC Walker & Associates, Inc. 79,157$7,461,0004.00%
Bernardo Wealth Planning LLC 63,517$5,987,0003.48%
View complete list of ISHARES TR shareholders