ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 575 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $396,709 | -0.3% | 3,936 | +0.5% | 0.21% | -2.7% |
| Q1 2023 | $398,101 | -15.4% | 3,916 | -13.1% | 0.22% | -29.9% |
| Q4 2022 | $470,488 | -1.8% | 4,504 | -14.1% | 0.31% | +6.1% |
| Q3 2022 | $479,000 | -9.5% | 5,245 | -0.4% | 0.30% | -7.8% |
| Q2 2022 | $529,000 | -6.2% | 5,265 | -0.3% | 0.32% | +9.6% |
| Q1 2022 | $564,000 | +1.8% | 5,280 | -0.7% | 0.29% | -1.7% |
| Q4 2021 | $554,000 | +8.4% | 5,319 | -1.9% | 0.30% | +4.6% |
| Q3 2021 | $511,000 | -2.3% | 5,421 | 0.0% | 0.28% | -4.7% |
| Q2 2021 | $523,000 | +9.9% | 5,421 | +8.6% | 0.30% | +3.5% |
| Q1 2021 | $476,000 | +12.0% | 4,992 | +4.8% | 0.29% | -1.7% |
| Q4 2020 | $425,000 | +15.2% | 4,764 | +4.9% | 0.29% | -0.7% |
| Q3 2020 | $369,000 | +2.8% | 4,541 | +2.5% | 0.30% | -7.8% |
| Q2 2020 | $359,000 | +10.5% | 4,431 | +8.2% | 0.32% | -3.9% |
| Q1 2020 | $325,000 | -18.1% | 4,096 | -0.8% | 0.33% | +1.5% |
| Q4 2019 | $397,000 | – | 4,131 | – | 0.33% | – |
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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% |