Colonial Trust Co / SC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.

Quarter-by-quarter ownership
Colonial Trust Co / SC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$94,143
-1.9%
9520.0%0.02%0.0%
Q2 2023$95,952
+650.5%
952
+649.6%
0.02%
+666.7%
Q1 2023$12,785
-80.4%
127
-79.7%
0.00%
-83.3%
Q4 2022$65,3586270.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CVS HEALTH Corp 306,791$30,338,56216.22%
Essex Private Wealth Management, LLC 36,564$3,615,83412.35%
VAUGHAN & Co SECURITIES, INC. 145,774$14,415,57410.71%
REGIMEN WEALTH, LLC 232,655$23,007,2079.45%
Kerntke Otto McGlone Wealth Management Group 92,426$9,140,0139.42%
Kapstone Financial Advisors LLC 104,503$10,334,3029.31%
BEAM WEALTH ADVISORS, INC. 126,792$12,538,4788.91%
Townsend & Associates, Inc 348,342$32,664,0326.90%
SWEENEY & MICHEL, LLC 132,846$12,785,0746.70%
Sowa Financial Group, Inc. 89,860$8,8866.67%
View complete list of ISHARES TR shareholders