ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,372,655 | -61.1% | 317,248 | -59.0% | 1.07% | -62.6% |
| Q4 2022 | $80,703,025 | +41.2% | 774,204 | +23.7% | 2.86% | +25.7% |
| Q3 2022 | $57,158,000 | -33.3% | 626,119 | -26.6% | 2.28% | -26.4% |
| Q2 2022 | $85,630,000 | +1017.6% | 852,635 | +991.4% | 3.09% | +1415.7% |
| Q4 2019 | $7,662,000 | -69.6% | 78,125 | -70.8% | 0.20% | -28.9% |
| Q3 2019 | $25,196,000 | -38.8% | 267,580 | -38.6% | 0.29% | -4.7% |
| Q2 2019 | $41,199,000 | +681.8% | 435,945 | +671.7% | 0.30% | +148.8% |
| Q1 2019 | $5,270,000 | +16.3% | 56,490 | +5.1% | 0.12% | +51.2% |
| Q4 2018 | $4,533,000 | +728.7% | 53,725 | +789.5% | 0.08% | +900.0% |
| Q3 2018 | $547,000 | -73.8% | 6,040 | -75.4% | 0.01% | -73.3% |
| Q2 2018 | $2,085,000 | – | 24,527 | – | 0.03% | – |
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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% |