ISHARES TR's ticker is HYDB and the CUSIP is 46435G250. A total of 52 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,387,285 | -4.7% | 77,102 | -3.0% | 2.52% | +8.1% |
| Q2 2023 | $3,552,526 | -14.0% | 79,475 | -14.1% | 2.33% | -21.8% |
| Q1 2023 | $4,130,770 | +1.7% | 92,473 | -0.8% | 2.98% | -13.1% |
| Q4 2022 | $4,061,878 | -1.2% | 93,238 | -3.4% | 3.43% | +1.0% |
| Q3 2022 | $4,111,000 | -19.5% | 96,515 | -17.8% | 3.40% | -12.4% |
| Q2 2022 | $5,106,000 | -17.2% | 117,378 | -7.3% | 3.88% | +0.3% |
| Q1 2022 | $6,166,000 | +33.4% | 126,558 | +42.7% | 3.86% | +46.0% |
| Q2 2021 | $4,621,000 | – | 88,699 | – | 2.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 219,783 | $11,297,000 | 3.32% |
| Fermata Advisors, LLC | 52,528 | $2,700,000 | 0.99% |
| Hennion & Walsh Asset Management, Inc. | 184,329 | $9,475,000 | 0.46% |
| ROVIN CAPITAL /UT/ /ADV | 18,634 | $958,000 | 0.46% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 42,919 | $2,206,000 | 0.33% |
| Lee Financial Group Hawaii, Inc. | 8,195 | $421,000 | 0.31% |
| Matthew Goff Investment Advisor, LLC | 11,235 | $577,000 | 0.13% |
| Madrona Financial Services, LLC | 5,580 | $287,000 | 0.12% |
| COLONY GROUP LLC | 69,295 | $3,562,000 | 0.06% |
| Regal Investment Advisors LLC | 12,088 | $621,000 | 0.06% |