Red Tortoise LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 708 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.

Quarter-by-quarter ownership
Red Tortoise LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$347,432
+14.3%
3,3330.0%0.24%
+1.7%
Q3 2021$304,0003,3330.24%
Other shareholders
ISHARES TR shareholders Q1 2023
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