ISHARES TR's ticker is HYDB and the CUSIP is 46435G250. A total of 22 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $569,874 | -0.3% | 12,972 | +1.4% | 0.01% | 0.0% |
| Q2 2023 | $571,865 | +14.9% | 12,793 | +14.8% | 0.01% | +25.0% |
| Q1 2023 | $497,612 | -6.2% | 11,139 | -8.5% | 0.00% | -20.0% |
| Q4 2022 | $530,575 | +81.7% | 12,179 | +77.4% | 0.01% | -16.7% |
| Q3 2022 | $292,000 | -7.0% | 6,866 | -5.0% | 0.01% | +20.0% |
| Q2 2022 | $314,000 | +1.6% | 7,227 | +13.9% | 0.01% | +25.0% |
| Q1 2022 | $309,000 | +34.9% | 6,346 | +42.6% | 0.00% | +33.3% |
| Q4 2021 | $229,000 | +7.0% | 4,449 | +7.3% | 0.00% | 0.0% |
| Q3 2021 | $214,000 | +2.4% | 4,145 | +3.3% | 0.00% | 0.0% |
| Q2 2021 | $209,000 | -21.4% | 4,012 | -22.8% | 0.00% | -40.0% |
| Q4 2020 | $266,000 | – | 5,197 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Column Capital Advisors, LLC | 691,365 | $25,815,152 | 3.80% |
| IMA Wealth, Inc. | 252,798 | $11,106,049 | 2.87% |
| Oxinas Partners Wealth Management LLC | 77,102 | $3,387,285 | 2.52% |
| Outlook Wealth Advisors, LLC | 130,060 | $5,713,869 | 2.18% |
| Advisory Resource Group | 81,487 | $3,579,928 | 0.97% |
| Fermata Advisors, LLC | 51,319 | $2,254,286 | 0.64% |
| Summit X, LLC | 42,727 | $1,877,400 | 0.60% |
| Hennion & Walsh Asset Management, Inc. | 182,153 | $8,002,438 | 0.51% |
| Armor Investment Advisors, LLC | 16,818 | $738,857 | 0.44% |
| ROVIN CAPITAL /UT/ /ADV | 20,313 | $892 | 0.41% |