Tacita Capital Inc - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Tacita Capital Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$786,670
+97988.5%
7,9550.0%0.62%
+4.4%
Q2 2023$802
-0.9%
7,9550.0%0.59%
-3.3%
Q1 2023$809
-5.0%
7,955
-2.6%
0.61%
-4.7%
Q4 2022$852
-99.9%
8,170
+9.6%
0.64%
+21.0%
Q3 2022$681,000
-9.1%
7,4550.0%0.53%
+1.9%
Q2 2022$749,000
-4.2%
7,455
+1.9%
0.52%
+14.6%
Q1 2022$782,000
+5.8%
7,3150.0%0.45%
+7.4%
Q4 2021$739,000
+14.4%
7,315
+6.7%
0.42%
+6.6%
Q3 2021$646,000
-2.4%
6,8550.0%0.40%
-1.0%
Q2 2021$662,000
+7.3%
6,855
+5.4%
0.40%
-0.2%
Q1 2021$617,000
+29.9%
6,505
+20.1%
0.40%
+27.8%
Q4 2020$475,0005,4150.31%
Other shareholders
ISHARES TR shareholders Q3 2021
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