FourThought Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 498 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
FourThought Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$10,000
+233.3%
93
+232.1%
0.00%
Q4 2021$3,000
+50.0%
280.0%0.00%
Q3 2021$2,000
-94.6%
28
-92.8%
0.00%
-100.0%
Q2 2021$37,000
-39.3%
388
-40.1%
0.01%
-44.4%
Q1 2021$61,000
+8.9%
6480.0%0.01%0.0%
Q4 2020$56,0006480.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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