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 ↓ |
|---|---|---|---|
| Column Capital Advisors, LLC | 691,365 | $25,815,152 | 3.80% |
| IMA Wealth, Inc. | 252,798 | $11,106,049 | 2.87% |
| Oxinas Partners Wealth Management LLC | 77,102 | $3,387,285 | 2.52% |
| Outlook Wealth Advisors, LLC | 130,060 | $5,713,869 | 2.18% |
| Advisory Resource Group | 81,487 | $3,579,928 | 0.97% |
| Fermata Advisors, LLC | 51,319 | $2,254,286 | 0.64% |
| Summit X, LLC | 42,727 | $1,877,400 | 0.60% |
| Hennion & Walsh Asset Management, Inc. | 182,153 | $8,002,438 | 0.51% |
| Armor Investment Advisors, LLC | 16,818 | $738,857 | 0.44% |
| ROVIN CAPITAL /UT/ /ADV | 20,313 | $892 | 0.41% |