ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 600 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,175 | +9.8% | 2,682 | +11.9% | 0.02% | +18.8% |
| Q2 2023 | $241,443 | -0.6% | 2,396 | +0.3% | 0.02% | +23.1% |
| Q1 2023 | $242,984 | +14.1% | 2,390 | +17.0% | 0.01% | -7.1% |
| Q4 2022 | $212,879 | -75.8% | 2,042 | -78.8% | 0.01% | -78.1% |
| Q3 2022 | $880,000 | -19.3% | 9,641 | -11.1% | 0.06% | -16.9% |
| Q2 2022 | $1,090,000 | +352.3% | 10,849 | +381.1% | 0.08% | +413.3% |
| Q1 2022 | $241,000 | +5.7% | 2,255 | +0.0% | 0.02% | +7.1% |
| Q4 2021 | $228,000 | -59.8% | 2,254 | -70.7% | 0.01% | -94.1% |
| Q2 2015 | $567,000 | -1.6% | 7,704 | +0.3% | 0.24% | -2.9% |
| Q1 2015 | $576,000 | -2.0% | 7,679 | 0.0% | 0.24% | +0.8% |
| Q4 2014 | $588,000 | +1.7% | 7,679 | 0.0% | 0.24% | +7.1% |
| Q3 2014 | $578,000 | -15.2% | 7,679 | -15.1% | 0.23% | -10.0% |
| Q2 2014 | $682,000 | +1.5% | 9,048 | -3.7% | 0.25% | -34.1% |
| Q1 2014 | $672,000 | – | 9,397 | – | 0.38% | – |
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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% |