Register Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 691 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.4%.

Quarter-by-quarter ownership
Register Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$139,745
-4.3%
1,413
-2.5%
0.10%
-1.9%
Q2 2023$146,059
+0.7%
1,449
+1.6%
0.10%
-8.8%
Q1 2023$145,052
+1.6%
1,426
+4.1%
0.11%
+25.3%
Q4 2022$142,8341,3700.09%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
CVS HEALTH Corp 624,536$66,757,00044.83%
Stuart Chaussee & Associates, Inc. 243,504$26,028,00012.40%
Essex Private Wealth Management, LLC 40,860$4,368,00011.78%
VAUGHAN & Co SECURITIES, INC. 143,427$15,331,00010.60%
Titus Wealth Management 190,201$20,331,0009.16%
BT Wealth Management LLC 197,851$21,148,0005.50%
Forefront Analytics, LLC 134,961$14,426,0005.36%
FOREFRONT WEALTH MANAGEMENT INC. 47,707$5,099,0005.04%
Lantz Financial LLC 115,867$12,385,0005.04%
KFA Private Wealth Group, LLC 92,515$9,889,0004.96%
View complete list of ISHARES TR shareholders