ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,604 | +2.2% | 3,040 | +4.1% | 0.00% | 0.0% |
| Q2 2023 | $294,184 | -2.3% | 2,919 | -1.4% | 0.00% | 0.0% |
| Q1 2023 | $300,995 | -90.9% | 2,961 | -90.7% | 0.00% | -92.6% |
| Q4 2022 | $3,313,000 | +1548.3% | 31,782 | +1344.0% | 0.03% | +1250.0% |
| Q3 2022 | $201,000 | -15.9% | 2,201 | -7.4% | 0.00% | 0.0% |
| Q2 2022 | $239,000 | -19.3% | 2,376 | -24.4% | 0.00% | 0.0% |
| Q3 2021 | $296,000 | – | 3,142 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 147,392 | $13,929,000 | 13.74% |
| Stratford Consulting, LLC | 389,378 | $36,796,000 | 12.99% |
| FundX Investment Group, LLC | 278,232 | $26,293,000 | 10.87% |
| Wolff Financial Management LLC | 144,770 | $13,681,000 | 10.53% |
| Shamrock Asset Management LLC | 114,465 | $10,817,000 | 7.65% |
| Forefront Analytics, LLC | 166,232 | $15,714,000 | 6.69% |
| Bouchey Financial Group Ltd | 283,575 | $26,798,000 | 6.54% |
| LBMC INVESTMENT ADVISORS, LLC | 408,268 | $38,581,000 | 5.84% |
| Gunma Bank,Ltd. | 61,000 | $5,765,000 | 5.70% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 213,249 | $20,152,000 | 5.68% |