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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $454 | -63.4% | 4,504 | -63.1% | 0.02% | -60.0% |
| Q1 2023 | $1,242 | -100.0% | 12,214 | -64.4% | 0.05% | -70.2% |
| Q3 2022 | $3,136,000 | +73.6% | 34,350 | +91.0% | 0.17% | +75.0% |
| Q2 2022 | $1,806,000 | +90.1% | 17,985 | +66.0% | 0.10% | +47.7% |
| Q4 2020 | $950,000 | +47.5% | 10,837 | +35.4% | 0.06% | +35.4% |
| Q3 2020 | $644,000 | +98.8% | 8,004 | +123.0% | 0.05% | +65.5% |
| Q4 2017 | $324,000 | -97.5% | 3,589 | -97.7% | 0.03% | -96.3% |
| Q4 2016 | $12,893,000 | +8060.1% | 156,758 | +7947.1% | 0.79% | +5180.0% |
| Q3 2016 | $158,000 | – | 1,948 | – | 0.02% | – |
Download | ||||||
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% |