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 ↓
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