ISHARES TR's ticker is HYDB and the CUSIP is 46435G250. A total of 54 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $511,425 | -1.5% | 11,449 | -4.0% | 0.53% | +3.1% |
| Q4 2022 | $519,388 | +6.0% | 11,922 | +3.5% | 0.51% | +29.7% |
| Q3 2022 | $490,000 | +6.1% | 11,514 | +8.3% | 0.39% | -12.6% |
| Q2 2022 | $462,000 | +2.4% | 10,629 | +14.9% | 0.45% | +46.9% |
| Q1 2022 | $451,000 | +7.1% | 9,250 | +12.9% | 0.31% | +0.3% |
| Q4 2021 | $421,000 | -3.9% | 8,195 | -3.1% | 0.31% | -5.0% |
| Q3 2021 | $438,000 | +16.2% | 8,458 | +16.9% | 0.32% | +18.4% |
| Q2 2021 | $377,000 | – | 7,238 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 219,783 | $11,297,000 | 3.32% |
| Fermata Advisors, LLC | 52,528 | $2,700,000 | 0.99% |
| Hennion & Walsh Asset Management, Inc. | 184,329 | $9,475,000 | 0.46% |
| ROVIN CAPITAL /UT/ /ADV | 18,634 | $958,000 | 0.46% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 42,919 | $2,206,000 | 0.33% |
| Lee Financial Group Hawaii, Inc. | 8,195 | $421,000 | 0.31% |
| Matthew Goff Investment Advisor, LLC | 11,235 | $577,000 | 0.13% |
| Madrona Financial Services, LLC | 5,580 | $287,000 | 0.12% |
| COLONY GROUP LLC | 69,295 | $3,562,000 | 0.06% |
| Regal Investment Advisors LLC | 12,088 | $621,000 | 0.06% |