ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 575 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,736 | -21.5% | 5,073 | -20.0% | 0.01% | -15.4% |
| Q2 2023 | $630,351 | -16.1% | 6,342 | -12.1% | 0.01% | -13.3% |
| Q1 2023 | $751,276 | -71.7% | 7,213 | -71.0% | 0.02% | -72.2% |
| Q4 2022 | $2,653,419 | +4.1% | 24,877 | -8.6% | 0.05% | -8.5% |
| Q3 2022 | $2,548,000 | -43.0% | 27,230 | -38.6% | 0.06% | -40.4% |
| Q2 2022 | $4,468,000 | +808.1% | 44,382 | +876.5% | 0.10% | +890.0% |
| Q1 2022 | $492,000 | +11.6% | 4,545 | +5.9% | 0.01% | +25.0% |
| Q4 2021 | $441,000 | +12.5% | 4,293 | +4.6% | 0.01% | +14.3% |
| Q3 2021 | $392,000 | +27.3% | 4,106 | +29.4% | 0.01% | +16.7% |
| Q2 2021 | $308,000 | – | 3,172 | – | 0.01% | – |
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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% |