ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,038 | -1.9% | 4,470 | 0.0% | 0.04% | -25.5% |
| Q2 2023 | $450,531 | -7.4% | 4,470 | -6.6% | 0.06% | -17.9% |
| Q1 2023 | $486,341 | -3.7% | 4,784 | -1.3% | 0.07% | -14.1% |
| Q4 2022 | $505,251 | +7.5% | 4,847 | -5.8% | 0.08% | -10.3% |
| Q3 2022 | $470,000 | -9.3% | 5,145 | -0.2% | 0.09% | -8.4% |
| Q2 2022 | $518,000 | -9.8% | 5,153 | -4.1% | 0.10% | -4.0% |
| Q1 2022 | $574,000 | +150.7% | 5,371 | +136.7% | 0.10% | +141.5% |
| Q4 2021 | $229,000 | -76.0% | 2,269 | -77.6% | 0.04% | -78.2% |
| Q3 2021 | $956,000 | -19.9% | 10,142 | -18.0% | 0.19% | -23.6% |
| Q2 2021 | $1,194,000 | 0.0% | 12,366 | -1.8% | 0.25% | -17.2% |
| Q1 2021 | $1,194,000 | +24.5% | 12,588 | +15.1% | 0.30% | +13.4% |
| Q4 2020 | $959,000 | – | 10,941 | – | 0.26% | – |
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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% |