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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $644,000 | -39.0% | 8,000 | -38.5% | 0.04% | -44.7% |
| Q2 2020 | $1,055,000 | +13.4% | 13,000 | 0.0% | 0.08% | -6.2% |
| Q1 2020 | $930,000 | -27.1% | 13,000 | 0.0% | 0.08% | -11.0% |
| Q4 2019 | $1,275,000 | +4.2% | 13,000 | 0.0% | 0.09% | -2.2% |
| Q3 2019 | $1,224,000 | -0.4% | 13,000 | 0.0% | 0.09% | -2.1% |
| Q2 2019 | $1,229,000 | -18.6% | 13,000 | -19.7% | 0.10% | -22.8% |
| Q1 2019 | $1,509,000 | +10.5% | 16,180 | 0.0% | 0.12% | -3.9% |
| Q4 2018 | $1,365,000 | – | 16,180 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 1,790 | $15,968,000 | 14.08% |
| Stratford Consulting, LLC | 386,875 | $36,092,000 | 12.90% |
| Wolff Financial Management LLC | 139,397 | $13,004,000 | 10.79% |
| FundX Investment Group, LLC | 282,560 | $26,360,000 | 8.95% |
| Shamrock Asset Management LLC | 114,465 | $10,678,000 | 8.45% |
| WealthOne, LLC | 71,567 | $6,676,000 | 7.54% |
| Bouchey Financial Group Ltd | 272,286 | $25,402,000 | 6.35% |
| LBMC INVESTMENT ADVISORS, LLC | 402,694 | $37,567,000 | 5.96% |
| Lantz Financial LLC | 87,090 | $8,125,000 | 5.89% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,937 | $19,865,000 | 5.76% |