Alpha Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 697 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.

Quarter-by-quarter ownership
Alpha Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,316,130
-26.6%
13,309
-25.2%
1.53%
-20.0%
Q2 2023$1,793,343
-39.6%
17,793
-39.1%
1.91%
-42.8%
Q1 2023$2,969,328
-5.1%
29,208
-2.6%
3.34%
-11.9%
Q4 2022$3,127,51630,0033.79%
Other shareholders
ISHARES TR shareholders Q1 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