BARRETT & COMPANY, INC. - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 689 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$286,490
-1.9%
2,8970.0%0.17%0.0%
Q2 2023$291,994
-0.4%
2,897
+0.4%
0.17%
-9.1%
Q1 2023$293,294
-1.9%
2,885
+0.6%
0.19%
-6.1%
Q4 2022$299,1060.0%2,8690.0%0.20%0.0%
Q3 2022$299,1062,8690.20%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
CVS HEALTH Corp 306,791$30,921,46515.99%
Essex Private Wealth Management, LLC 35,559$3,584,01212.32%
VAUGHAN & Co SECURITIES, INC. 142,453$14,357,88510.21%
REGIMEN WEALTH, LLC 225,080$22,685,8279.40%
Kapstone Financial Advisors LLC 103,915$10,781,1818.93%
Kerntke Otto McGlone Wealth Management Group 90,058$9,077,0008.89%
SWEENEY & MICHEL, LLC 136,460$14,039,0277.23%
BEAM WEALTH ADVISORS, INC. 90,110$9,082,2346.30%
Shira Ridge Wealth Management 93,967$9,470,9475.94%
FOREFRONT WEALTH MANAGEMENT INC. 43,573$4,391,7385.80%
View complete list of ISHARES TR shareholders