ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 499 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $32,775 | +3.3% | 321 | 0.0% | 0.01% | -11.1% |
| Q3 2023 | $31,716 | -10.3% | 321 | -8.3% | 0.01% | 0.0% |
| Q2 2023 | $35,348 | -37.1% | 350 | -36.6% | 0.01% | -43.8% |
| Q1 2023 | $56,180 | -2.1% | 552 | +0.4% | 0.02% | 0.0% |
| Q4 2022 | $57,357 | +17.1% | 550 | +1.1% | 0.02% | +14.3% |
| Q3 2022 | $49,000 | -9.3% | 544 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $54,000 | +10.2% | 544 | +18.8% | 0.01% | +40.0% |
| Q1 2022 | $49,000 | -12.5% | 458 | -18.4% | 0.01% | -16.7% |
| Q4 2021 | $56,000 | +7.7% | 561 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $52,000 | -3.7% | 561 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $54,000 | +1.9% | 561 | +0.4% | 0.01% | -7.7% |
| Q1 2021 | $53,000 | +8.2% | 559 | 0.0% | 0.01% | +18.2% |
| Q4 2020 | $49,000 | +11.4% | 559 | +0.2% | 0.01% | 0.0% |
| Q3 2020 | $44,000 | -2.2% | 558 | +0.4% | 0.01% | -8.3% |
| Q2 2020 | $45,000 | -59.5% | 556 | -64.3% | 0.01% | -63.6% |
| Q1 2020 | $111,000 | -35.8% | 1,557 | -12.0% | 0.03% | -15.4% |
| Q4 2019 | $173,000 | -25.4% | 1,769 | -28.2% | 0.04% | -27.8% |
| Q3 2019 | $232,000 | 0.0% | 2,463 | 0.0% | 0.05% | +3.8% |
| Q2 2019 | $232,000 | 0.0% | 2,463 | +0.1% | 0.05% | -1.9% |
| Q1 2019 | $232,000 | +12.1% | 2,461 | +0.1% | 0.05% | -1.9% |
| Q4 2018 | $207,000 | +3.0% | 2,458 | +10.2% | 0.05% | +22.7% |
| Q3 2018 | $201,000 | +6.3% | 2,230 | +0.1% | 0.04% | +2.3% |
| Q2 2018 | $189,000 | +0.5% | 2,227 | 0.0% | 0.04% | -2.3% |
| Q1 2018 | $188,000 | -6.0% | 2,227 | +0.0% | 0.04% | -4.3% |
| Q4 2017 | $200,000 | +5.8% | 2,226 | +1.2% | 0.05% | 0.0% |
| Q3 2017 | $189,000 | +2.7% | 2,200 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $184,000 | +217.2% | 2,200 | +214.3% | 0.05% | +206.7% |
| Q1 2017 | $58,000 | +1.8% | 700 | 0.0% | 0.02% | -11.8% |
| Q2 2016 | $57,000 | – | 700 | – | 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% |