ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 513 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $214,000 | -5.7% | 2,133 | 0.0% | 0.03% | +15.4% |
Q1 2022 | $227,000 | +4.6% | 2,133 | -1.2% | 0.03% | +13.0% |
Q4 2021 | $217,000 | +6.9% | 2,158 | 0.0% | 0.02% | -4.2% |
Q3 2021 | $203,000 | -4.7% | 2,158 | -2.2% | 0.02% | 0.0% |
Q2 2021 | $213,000 | -0.5% | 2,207 | -2.4% | 0.02% | -11.1% |
Q1 2021 | $214,000 | -6.1% | 2,261 | -3.0% | 0.03% | -15.6% |
Q4 2019 | $228,000 | +5.6% | 2,330 | +1.3% | 0.03% | 0.0% |
Q3 2019 | $216,000 | -0.5% | 2,300 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $217,000 | +1.4% | 2,300 | 0.0% | 0.03% | -3.0% |
Q1 2019 | $214,000 | -2.7% | 2,300 | -5.3% | 0.03% | +6.5% |
Q3 2018 | $220,000 | +6.8% | 2,430 | 0.0% | 0.03% | +3.3% |
Q2 2018 | $206,000 | +0.5% | 2,430 | 0.0% | 0.03% | +3.4% |
Q1 2018 | $205,000 | -6.4% | 2,430 | -0.4% | 0.03% | -3.3% |
Q4 2017 | $219,000 | +4.8% | 2,440 | 0.0% | 0.03% | 0.0% |
Q3 2017 | $209,000 | -5.4% | 2,440 | -7.8% | 0.03% | -9.1% |
Q1 2017 | $221,000 | +1.8% | 2,645 | 0.0% | 0.03% | -2.9% |
Q4 2016 | $217,000 | -13.5% | 2,645 | -14.5% | 0.03% | -12.8% |
Q3 2016 | $251,000 | +17.8% | 3,095 | +19.3% | 0.04% | +18.2% |
Q2 2016 | $213,000 | +4.9% | 2,595 | -0.8% | 0.03% | +3.1% |
Q1 2016 | $203,000 | +0.5% | 2,615 | -0.9% | 0.03% | +3.2% |
Q4 2014 | $202,000 | – | 2,640 | – | 0.03% | – |
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% |