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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $12,408,483 | +7.5% | 122,191 | +7.2% | 6.57% | +0.2% |
Q3 2022 | $11,546,000 | +23.4% | 114,015 | +21.9% | 6.56% | +19.3% |
Q2 2022 | $9,359,000 | +3.7% | 93,514 | +12.2% | 5.50% | +17.5% |
Q1 2022 | $9,028,000 | +6.2% | 83,328 | +1.4% | 4.68% | +11.3% |
Q4 2021 | $8,504,000 | +14.0% | 82,166 | +3.8% | 4.20% | +5.3% |
Q3 2021 | $7,461,000 | -1.0% | 79,157 | +2.4% | 4.00% | +1.1% |
Q2 2021 | $7,533,000 | +2.5% | 77,289 | +0.5% | 3.95% | -5.3% |
Q1 2021 | $7,352,000 | +6.3% | 76,908 | +0.6% | 4.17% | +4.9% |
Q4 2020 | $6,916,000 | – | 76,476 | – | 3.98% | – |
Download |
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% |