PURSUE WEALTH PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.

Quarter-by-quarter ownership
PURSUE WEALTH PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$560,311
-1.9%
5,6660.0%0.40%
+10.9%
Q2 2023$571,076
-0.9%
5,6660.0%0.36%
-8.9%
Q1 2023$576,006
-2.5%
5,6660.0%0.39%
-13.8%
Q4 2022$590,624
+14.2%
5,6660.0%0.46%
+22.6%
Q3 2022$517,000
-9.1%
5,6660.0%0.37%
+2.8%
Q2 2022$569,000
-99.9%
5,6660.0%0.36%
+42.5%
Q1 2022$615,838,000
+107564.0%
5,6660.0%0.25%
+14.9%
Q4 2021$572,0005,6660.22%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CVS HEALTH Corp 306,791$30,921,46515.99%
Essex Private Wealth Management, LLC 35,559$3,584,01212.32%
VAUGHAN & Co SECURITIES, INC. 142,453$14,357,88510.21%
REGIMEN WEALTH, LLC 225,080$22,685,8279.40%
Kapstone Financial Advisors LLC 103,915$10,781,1818.93%
Kerntke Otto McGlone Wealth Management Group 90,058$9,077,0008.89%
SWEENEY & MICHEL, LLC 136,460$14,039,0277.23%
BEAM WEALTH ADVISORS, INC. 90,110$9,082,2346.30%
Shira Ridge Wealth Management 93,967$9,470,9475.94%
FOREFRONT WEALTH MANAGEMENT INC. 43,573$4,391,7385.80%
View complete list of ISHARES TR shareholders