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 | $314,758 | -2.0% | 3,161 | -0.8% | 0.04% | 0.0% |
| Q2 2023 | $321,166 | -1.1% | 3,186 | -0.3% | 0.04% | -8.5% |
| Q1 2023 | $324,752 | -2.4% | 3,194 | +0.1% | 0.05% | +38.2% |
| Q4 2022 | $332,568 | +28.4% | 3,190 | +12.5% | 0.03% | -39.3% |
| Q3 2022 | $259,000 | +1.6% | 2,836 | +11.8% | 0.06% | +143.5% |
| Q2 2022 | $255,000 | +11.8% | 2,536 | +18.7% | 0.02% | -43.9% |
| Q1 2022 | $228,000 | +5.6% | 2,136 | 0.0% | 0.04% | +7.9% |
| Q4 2021 | $216,000 | +7.5% | 2,136 | 0.0% | 0.04% | +5.6% |
| Q3 2021 | $201,000 | -1.5% | 2,136 | +0.8% | 0.04% | -5.3% |
| Q2 2021 | $204,000 | -47.3% | 2,118 | -50.0% | 0.04% | +5.6% |
| Q1 2021 | $387,000 | +108.1% | 4,236 | +100.0% | 0.04% | +5.9% |
| Q4 2020 | $186,000 | – | 2,118 | – | 0.03% | – |
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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% |