ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 697 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,683 | -64.4% | 2,495 | -63.7% | 0.14% | -65.6% |
| Q2 2023 | $693,084 | -85.0% | 6,877 | -84.9% | 0.40% | -85.9% |
| Q1 2023 | $4,614,957 | +6.0% | 45,396 | +8.7% | 2.83% | -6.0% |
| Q4 2022 | $4,353,062 | +23.8% | 41,760 | +8.4% | 3.01% | +19.2% |
| Q3 2022 | $3,517,000 | -7.5% | 38,531 | +1.8% | 2.52% | -3.3% |
| Q2 2022 | $3,801,000 | -5.2% | 37,849 | +0.9% | 2.61% | +5.3% |
| Q1 2022 | $4,011,000 | -0.1% | 37,521 | -5.6% | 2.48% | -1.3% |
| Q4 2021 | $4,014,000 | – | 39,749 | – | 2.51% | – |
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% |