ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 600 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $93,748 | -1.9% | 948 | 0.0% | 0.03% | -3.1% |
| Q2 2023 | $95,549 | -0.9% | 948 | 0.0% | 0.03% | +3.2% |
| Q1 2023 | $96,374 | -2.5% | 948 | 0.0% | 0.03% | -6.1% |
| Q4 2022 | $98,820 | +13.6% | 948 | 0.0% | 0.03% | -2.9% |
| Q3 2022 | $87,000 | -9.4% | 948 | 0.0% | 0.03% | -5.6% |
| Q2 2022 | $96,000 | -5.0% | 948 | 0.0% | 0.04% | +2.9% |
| Q1 2022 | $101,000 | +5.2% | 948 | 0.0% | 0.04% | +2.9% |
| Q4 2021 | $96,000 | +7.9% | 948 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $89,000 | -3.3% | 948 | 0.0% | 0.04% | -27.1% |
| Q2 2021 | $92,000 | +2.2% | 948 | 0.0% | 0.05% | -5.9% |
| Q1 2021 | $90,000 | +8.4% | 948 | 0.0% | 0.05% | -1.9% |
| Q4 2020 | $83,000 | +9.2% | 948 | 0.0% | 0.05% | -7.1% |
| Q3 2020 | $76,000 | -1.3% | 948 | 0.0% | 0.06% | -8.2% |
| Q2 2020 | $77,000 | +16.7% | 948 | +3.9% | 0.06% | -7.6% |
| Q1 2020 | $66,000 | – | 912 | – | 0.07% | – |
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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% |