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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $557 | -6.2% | 5,709 | 0.0% | 0.27% | -1.1% |
| Q2 2023 | $594 | -99.9% | 5,709 | 0.0% | 0.28% | -4.2% |
| Q1 2023 | $580,377 | -2.5% | 5,709 | 0.0% | 0.29% | -10.9% |
| Q4 2022 | $595,106 | +14.0% | 5,709 | -0.1% | 0.32% | -1.2% |
| Q3 2022 | $522,000 | -9.1% | 5,713 | 0.0% | 0.33% | -5.2% |
| Q2 2022 | $574,000 | +159.7% | 5,713 | +176.9% | 0.34% | +199.1% |
| Q1 2022 | $221,000 | +6.8% | 2,063 | +0.7% | 0.12% | +9.5% |
| Q4 2021 | $207,000 | -3.3% | 2,049 | -9.9% | 0.10% | -13.9% |
| Q3 2021 | $214,000 | – | 2,273 | – | 0.12% | – |
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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% |