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 | $380,132 | +21.0% | 3,865 | +22.3% | 0.02% | -52.5% |
Q2 2023 | $314,109 | +0.8% | 3,160 | +3.6% | 0.04% | +150.0% |
Q1 2023 | $311,548 | -31.8% | 3,051 | -30.3% | 0.02% | -23.8% |
Q4 2022 | $456,574 | -6.8% | 4,380 | -18.3% | 0.02% | -27.6% |
Q3 2022 | $490,000 | -12.2% | 5,363 | -3.5% | 0.03% | -9.4% |
Q2 2022 | $558,000 | +13.9% | 5,560 | +21.2% | 0.03% | +77.8% |
Q1 2022 | $490,000 | +11.1% | 4,586 | +4.9% | 0.02% | +12.5% |
Q4 2021 | $441,000 | – | 4,371 | – | 0.02% | – |
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% |