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 | $1,803,617 | -5.7% | 18,239 | -3.8% | 0.12% | 0.0% |
| Q2 2023 | $1,911,931 | -6.3% | 18,969 | -5.5% | 0.12% | -11.4% |
| Q1 2023 | $2,039,663 | -2.5% | 20,064 | -0.1% | 0.13% | -10.8% |
| Q4 2022 | $2,092,909 | +117943.4% | 20,078 | +3.4% | 0.15% | +6.5% |
| Q3 2022 | $1,773 | +10.5% | 19,426 | +21.6% | 0.14% | +9.4% |
| Q2 2022 | $1,605 | +10.5% | 15,978 | +17.5% | 0.13% | +29.6% |
| Q1 2022 | $1,453 | +117.8% | 13,595 | +105.8% | 0.10% | +88.5% |
| Q4 2021 | $667 | +37.0% | 6,607 | +28.0% | 0.05% | +8.3% |
| Q3 2021 | $487 | +22.1% | 5,163 | +24.8% | 0.05% | +2.1% |
| Q2 2021 | $399 | +17.7% | 4,137 | +15.7% | 0.05% | -11.3% |
| Q1 2021 | $339 | +47.4% | 3,576 | +36.3% | 0.05% | +15.2% |
| Q4 2020 | $230 | – | 2,624 | – | 0.05% | – |
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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% |