ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 689 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $498,108 | -1.9% | 5,037 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $507,679 | -0.9% | 5,037 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $512,061 | -2.5% | 5,037 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $525,056 | +14.4% | 5,037 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $459,000 | -9.1% | 5,037 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $505,000 | -7.5% | 5,037 | -1.5% | 0.00% | 0.0% |
| Q1 2022 | $546,000 | +5.8% | 5,114 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $516,000 | +20.8% | 5,114 | +12.7% | 0.00% | 0.0% |
| Q3 2021 | $427,000 | -2.3% | 4,537 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $437,000 | +774.0% | 4,537 | +744.9% | 0.00% | – |
| Q1 2021 | $50,000 | -50.0% | 537 | -53.3% | 0.00% | – |
| Q4 2020 | $100,000 | +8.7% | 1,150 | 0.0% | 0.00% | – |
| Q3 2020 | $92,000 | +114.0% | 1,150 | +114.2% | 0.00% | – |
| Q2 2020 | $43,000 | +13.2% | 537 | 0.0% | 0.00% | – |
| Q1 2020 | $38,000 | +35.7% | 537 | +82.7% | 0.00% | – |
| Q4 2019 | $28,000 | +3.7% | 294 | 0.0% | 0.00% | – |
| Q3 2019 | $27,000 | 0.0% | 294 | 0.0% | 0.00% | – |
| Q2 2019 | $27,000 | +575.0% | 294 | +465.4% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | – | 52 | – | 0.00% | – |
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% |