REGIMEN WEALTH, LLC - 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
REGIMEN WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,007,207
+1.4%
232,655
+3.4%
9.45%
+0.5%
Q2 2023$22,685,827
+2.1%
225,080
+7.2%
9.40%
-2.2%
Q1 2023$22,223,816
+29.8%
210,015
+27.3%
9.62%
-16.2%
Q4 2022$17,127,000164,96911.47%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Titus Wealth Management 159,714$13,493,000,00012.98%
Stratford Consulting, LLC 377,305$31,875,00012.14%
LBMC INVESTMENT ADVISORS, LLC 409,632$34,606,0005.99%
Gunma Bank,Ltd. 61,000$5,153,0005.69%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,277$17,933,0005.50%
Smart Money Group LLC 54,996$4,646,0004.72%
Divergent Wealth Advisors 145,255$12,271,0004.59%
Sanchez Wealth Management Group 54,578$4,524,0004.57%
Wharton Business Group, LLC 510,276$43,108,0004.46%
Keystone Financial Planning, Inc. 75,169$6,350,0003.54%
View complete list of ISHARES TR shareholders