ISHARES TR's ticker is HYDB and the CUSIP is 46435G250. A total of 57 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $892 | +10.5% | 20,313 | +12.5% | 0.41% | +13.9% |
| Q2 2023 | $807 | +5.2% | 18,059 | +5.1% | 0.36% | -1.4% |
| Q1 2023 | $767 | -2.0% | 17,178 | -4.4% | 0.37% | -5.9% |
| Q4 2022 | $783 | -99.9% | 17,972 | +0.2% | 0.39% | -11.2% |
| Q3 2022 | $764,000 | -2.1% | 17,939 | 0.0% | 0.44% | -16.4% |
| Q2 2022 | $780,000 | -11.9% | 17,939 | -1.2% | 0.52% | +11.5% |
| Q1 2022 | $885,000 | -7.6% | 18,158 | -2.6% | 0.47% | +2.2% |
| Q4 2021 | $958,000 | +4.1% | 18,634 | +4.8% | 0.46% | -27.1% |
| Q3 2021 | $920,000 | – | 17,783 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 219,783 | $11,297,000 | 3.32% |
| Fermata Advisors, LLC | 52,528 | $2,700,000 | 0.99% |
| Hennion & Walsh Asset Management, Inc. | 184,329 | $9,475,000 | 0.46% |
| ROVIN CAPITAL /UT/ /ADV | 18,634 | $958,000 | 0.46% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 42,919 | $2,206,000 | 0.33% |
| Lee Financial Group Hawaii, Inc. | 8,195 | $421,000 | 0.31% |
| Matthew Goff Investment Advisor, LLC | 11,235 | $577,000 | 0.13% |
| Madrona Financial Services, LLC | 5,580 | $287,000 | 0.12% |
| COLONY GROUP LLC | 69,295 | $3,562,000 | 0.06% |
| Regal Investment Advisors LLC | 12,088 | $621,000 | 0.06% |