Kapstone Financial Advisors 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
Kapstone Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,334,302
-4.1%
104,503
+0.6%
9.31%
+4.3%
Q2 2023$10,781,181
+0.0%
103,915
+0.5%
8.93%
-8.2%
Q1 2023$10,780,657
+1.4%
103,362
+2.1%
9.72%
+0.4%
Q4 2022$10,627,852101,2089.68%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 121,777$10,676,0009.46%
Titus Wealth Management 171,398$15,026,0009.23%
Wolff Financial Management LLC 150,512$13,195,0006.92%
Lantz Financial LLC 115,180$10,098,0006.30%
Forefront Analytics, LLC 137,725$12,072,0005.24%
LBMC INVESTMENT ADVISORS, LLC 423,474$37,126,0004.38%
WC Walker & Associates, Inc. 76,476$6,916,0003.98%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 198,276$17,383,0003.94%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 125,481$11,000,0003.76%
Keystone Financial Planning, Inc. 98,089$8,599,0003.57%
View complete list of ISHARES TR shareholders