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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $727,336 | -9.0% | 7,355 | -7.2% | 0.02% | -14.8% |
| Q2 2023 | $799,164 | +3.6% | 7,929 | +4.5% | 0.03% | -12.9% |
| Q1 2023 | $771,228 | -0.5% | 7,586 | +2.1% | 0.03% | -20.5% |
| Q4 2022 | $774,737 | +14.4% | 7,432 | +0.3% | 0.04% | 0.0% |
| Q3 2022 | $677,000 | +8.0% | 7,411 | +18.8% | 0.04% | +8.3% |
| Q2 2022 | $627,000 | +69.9% | 6,238 | +80.5% | 0.04% | +100.0% |
| Q1 2022 | $369,000 | +0.3% | 3,455 | -5.2% | 0.02% | 0.0% |
| Q4 2021 | $368,000 | +12.5% | 3,644 | +5.0% | 0.02% | 0.0% |
| Q3 2021 | $327,000 | -0.3% | 3,469 | +2.2% | 0.02% | -10.0% |
| Q2 2021 | $328,000 | +30.2% | 3,394 | +27.6% | 0.02% | +11.1% |
| Q1 2021 | $252,000 | -4.9% | 2,659 | -12.7% | 0.02% | -10.0% |
| Q4 2020 | $265,000 | -99.9% | 3,045 | -12.8% | 0.02% | -16.7% |
| Q3 2020 | $281,000,000 | – | 3,490 | – | 0.02% | – |
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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% |