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 | $7,403 | -7.9% | 74,860 | -6.1% | 0.46% | -6.2% |
| Q2 2023 | $8,039 | -5.1% | 79,705 | -4.2% | 0.48% | -10.5% |
| Q1 2023 | $8,468 | +11.6% | 83,222 | +14.3% | 0.54% | +6.3% |
| Q4 2022 | $7,590 | -99.9% | 72,812 | +1.7% | 0.51% | +8.3% |
| Q3 2022 | $6,532,000 | -6.1% | 71,584 | +3.4% | 0.47% | -3.7% |
| Q2 2022 | $6,957,000 | -2.9% | 69,259 | +3.3% | 0.49% | +6.1% |
| Q1 2022 | $7,165,000 | +5.8% | 67,054 | -0.0% | 0.46% | +9.8% |
| Q4 2021 | $6,773,000 | +18.9% | 67,056 | +11.0% | 0.42% | +11.7% |
| Q3 2021 | $5,695,000 | -0.6% | 60,427 | +1.8% | 0.38% | -1.1% |
| Q2 2021 | $5,732,000 | +1.6% | 59,387 | -0.1% | 0.38% | -2.3% |
| Q1 2021 | $5,641,000 | +6.1% | 59,450 | -2.0% | 0.39% | +0.8% |
| Q4 2020 | $5,316,000 | +9.5% | 60,634 | +0.5% | 0.39% | -2.5% |
| Q3 2020 | $4,855,000 | +12.0% | 60,326 | +13.0% | 0.40% | +1.5% |
| Q2 2020 | $4,334,000 | +13.9% | 53,400 | +0.4% | 0.39% | -2.3% |
| Q1 2020 | $3,804,000 | +35.2% | 53,176 | +85.3% | 0.40% | +52.9% |
| Q4 2019 | $2,814,000 | +15.1% | 28,696 | +10.5% | 0.26% | +7.9% |
| Q3 2019 | $2,445,000 | +0.0% | 25,969 | +0.4% | 0.24% | -4.3% |
| Q2 2019 | $2,444,000 | +2.7% | 25,865 | +1.4% | 0.25% | -1.9% |
| Q1 2019 | $2,380,000 | +10.5% | 25,515 | 0.0% | 0.26% | +2.8% |
| Q4 2018 | $2,153,000 | -21.3% | 25,515 | -15.5% | 0.25% | -15.2% |
| Q3 2018 | $2,734,000 | +6.5% | 30,195 | 0.0% | 0.30% | 0.0% |
| Q2 2018 | $2,566,000 | +0.6% | 30,195 | 0.0% | 0.30% | -4.2% |
| Q1 2018 | $2,550,000 | +10.0% | 30,195 | +17.4% | 0.31% | +9.2% |
| Q4 2017 | $2,318,000 | +1247.7% | 25,715 | +1185.8% | 0.28% | +1130.4% |
| Q3 2017 | $172,000 | – | 2,000 | – | 0.02% | – |
Download | ||||||
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% |