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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $126,689 | -1.9% | 1,246 | +0.6% | 0.05% | -16.1% |
| Q4 2022 | $129,178 | +21.9% | 1,239 | +12.8% | 0.06% | +8.8% |
| Q3 2022 | $106,000 | -0.9% | 1,098 | +3.0% | 0.06% | -6.6% |
| Q2 2022 | $107,000 | -6.1% | 1,066 | +0.3% | 0.06% | +3.4% |
| Q1 2022 | $114,000 | +18.8% | 1,063 | +11.5% | 0.06% | +25.5% |
| Q4 2021 | $96,000 | -15.0% | 953 | -20.5% | 0.05% | -35.6% |
| Q3 2021 | $113,000 | -1.7% | 1,199 | +0.3% | 0.07% | -3.9% |
| Q2 2021 | $115,000 | +1.8% | 1,196 | +0.3% | 0.08% | -17.4% |
| Q1 2021 | $113,000 | +8.7% | 1,193 | +0.3% | 0.09% | -5.2% |
| Q4 2020 | $104,000 | – | 1,190 | – | 0.10% | – |
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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% |