ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 731 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,987 | +43.5% | 2,669 | +46.2% | 0.01% | +66.7% |
| Q2 2023 | $183,992 | -0.9% | 1,825 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $185,580 | -90.8% | 1,825 | -90.5% | 0.01% | -90.5% |
| Q4 2022 | $2,010,446 | +137.4% | 19,286 | +107.6% | 0.07% | +117.6% |
| Q3 2022 | $847,000 | -17.7% | 9,289 | -9.4% | 0.03% | -8.1% |
| Q2 2022 | $1,029,000 | +34200.0% | 10,256 | +32983.9% | 0.04% | – |
| Q1 2022 | $3,000 | -91.7% | 31 | -91.4% | 0.00% | -100.0% |
| Q4 2021 | $36,000 | -20.0% | 359 | -26.0% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | +275.0% | 485 | +288.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | +9.1% | 125 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | -52.2% | 124 | -56.3% | 0.00% | -50.0% |
| Q2 2020 | $23,000 | +76.9% | 284 | +54.3% | 0.00% | +100.0% |
| Q1 2020 | $13,000 | – | 184 | – | 0.00% | – |
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% |