ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 513 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $742,326 | -1.3% | 7,507 | +0.5% | 0.04% | 0.0% |
| Q2 2023 | $752,456 | +1.5% | 7,466 | +2.3% | 0.04% | -7.5% |
| Q1 2023 | $741,688 | -16.3% | 7,296 | -14.1% | 0.04% | -25.9% |
| Q4 2022 | $885,722 | -43.9% | 8,497 | -46.0% | 0.05% | -49.5% |
| Q3 2022 | $1,580,000 | 0.0% | 15,729 | 0.0% | 0.11% | 0.0% |
| Q2 2022 | $1,580,000 | +322.5% | 15,729 | +324.6% | 0.11% | +386.4% |
| Q4 2021 | $374,000 | -76.6% | 3,704 | -78.2% | 0.02% | -56.9% |
| Q3 2021 | $1,599,000 | +15.5% | 16,959 | +18.2% | 0.05% | +15.9% |
| Q2 2021 | $1,385,000 | +6.2% | 14,348 | +4.4% | 0.04% | -6.4% |
| Q1 2021 | $1,304,000 | – | 13,737 | – | 0.05% | – |
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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% |