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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,862,575 | +6.2% | 190,743 | +8.3% | 2.97% | +2.9% |
| Q2 2023 | $17,753,957 | +5.7% | 176,148 | +6.6% | 2.88% | -2.9% |
| Q1 2023 | $16,790,776 | +2.4% | 165,166 | +5.0% | 2.97% | -5.2% |
| Q4 2022 | $16,397,265 | +20.5% | 157,303 | +5.5% | 3.13% | +3.4% |
| Q3 2022 | $13,610,000 | -2.2% | 149,081 | +7.6% | 3.03% | -2.9% |
| Q2 2022 | $13,914,000 | +2.6% | 138,540 | +10.6% | 3.12% | +4.5% |
| Q1 2022 | $13,558,000 | +13.7% | 125,316 | +6.1% | 2.98% | +11.9% |
| Q4 2021 | $11,925,000 | – | 118,085 | – | 2.67% | – |
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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% |