Farther Finance Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 731 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
Farther Finance Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$335,126
-12.8%
3,389
-11.2%
0.05%
-36.9%
Q2 2023$384,517
-12.9%
3,815
-12.2%
0.08%
-34.9%
Q1 2023$441,674
+47.2%
4,345
+50.9%
0.13%
+11.2%
Q4 2022$300,0672,8790.12%
Other shareholders
ISHARES TR shareholders Q4 2022
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