ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $210,651 | -0.9% | 2,090 | 0.0% | 0.01% | -6.7% |
Q1 2023 | $212,469 | -6.4% | 2,090 | -4.0% | 0.02% | -6.2% |
Q4 2022 | $227,035 | +11.3% | 2,178 | -2.5% | 0.02% | 0.0% |
Q3 2022 | $204,000 | -4.7% | 2,233 | +4.7% | 0.02% | +6.7% |
Q2 2022 | $214,000 | -15.4% | 2,132 | -36.7% | 0.02% | -65.1% |
Q3 2014 | $253,000 | -21.7% | 3,367 | -21.6% | 0.04% | -20.4% |
Q2 2014 | $323,000 | – | 4,292 | – | 0.05% | – |
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% |