WealthSpring Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 13 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthSpring Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$782,568
-6.5%
7,914
-4.7%
0.58%
-3.5%
Q2 2023$836,710
-0.8%
8,302
+0.0%
0.61%
-7.2%
Q1 2023$843,732
-3.9%
8,300
-1.4%
0.65%
-4.8%
Q4 2022$877,596
+29.2%
8,418
+13.1%
0.69%
+14.3%
Q3 2022$679,1067,4400.60%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
CVS HEALTH Corp 624,536$62,722,00052.01%
Angeles Investment Advisors, LLC 2,162,920$217,222,00019.86%
Bull Oak Capital, LLC 162,500$16,320,00015.09%
Essex Private Wealth Management, LLC 38,182$3,835,00014.33%
VAUGHAN & Co SECURITIES, INC. 145,498$14,612,00011.71%
SWISS RE LTD 564,820$56,725,00011.35%
Rain Capital Management, LLC 133,852$13,443,0009.66%
Titus Wealth Management 189,826$19,064,0009.55%
MCIA Inc 182,506$18,400,0009.20%
Prostatis Group LLC 55,911$5,615,1758.75%
View complete list of ISHARES TR shareholders