ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 689 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $656,234 | -1.9% | 6,636 | 0.0% | 0.04% | +2.3% |
Q2 2023 | $668,842 | -50.4% | 6,636 | -50.0% | 0.04% | -6.5% |
Q1 2023 | $1,349,232 | +95.0% | 13,272 | +100.0% | 0.05% | -6.1% |
Q4 2022 | $691,737 | +14.1% | 6,636 | 0.0% | 0.05% | -2.0% |
Q3 2022 | $606,000 | -14.5% | 6,636 | 0.0% | 0.05% | +2.0% |
Q1 2022 | $709,000 | +5.8% | 6,636 | 0.0% | 0.05% | +2.1% |
Q4 2021 | $670,000 | +7.0% | 6,636 | 0.0% | 0.05% | +2.1% |
Q3 2021 | $626,000 | – | 6,636 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Titus Wealth Management | 147,392 | $13,929,000 | 13.74% |
Stratford Consulting, LLC | 389,378 | $36,796,000 | 12.99% |
FundX Investment Group, LLC | 278,232 | $26,293,000 | 10.87% |
Wolff Financial Management LLC | 144,770 | $13,681,000 | 10.53% |
Shamrock Asset Management LLC | 114,465 | $10,817,000 | 7.65% |
Forefront Analytics, LLC | 166,232 | $15,714,000 | 6.69% |
Bouchey Financial Group Ltd | 283,575 | $26,798,000 | 6.54% |
LBMC INVESTMENT ADVISORS, LLC | 408,268 | $38,581,000 | 5.84% |
Gunma Bank,Ltd. | 61,000 | $5,765,000 | 5.70% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 213,249 | $20,152,000 | 5.68% |