ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $781 | -100.0% | 7,903 | -61.4% | 0.01% | -68.4% |
| Q4 2022 | $2,135,000 | -100.0% | 20,477 | -96.6% | 0.04% | -96.5% |
| Q3 2022 | $54,889,000,000 | +70059.1% | 601,260 | -22.8% | 1.09% | -27.8% |
| Q2 2022 | $78,235,000 | +6897.8% | 779,004 | +7348.2% | 1.52% | +7480.0% |
| Q1 2022 | $1,118,000 | -26.4% | 10,459 | -50.7% | 0.02% | -84.5% |
| Q1 2020 | $1,518,000 | -11.1% | 21,210 | +21.8% | 0.13% | +81.7% |
| Q4 2019 | $1,708,000 | +27.9% | 17,414 | +22.8% | 0.07% | +12.7% |
| Q3 2019 | $1,335,000 | +451.7% | 14,179 | +453.0% | 0.06% | +133.3% |
| Q2 2019 | $242,000 | -2.8% | 2,564 | -3.1% | 0.03% | +92.9% |
| Q1 2019 | $249,000 | -2.0% | 2,645 | -10.6% | 0.01% | -64.1% |
| Q4 2018 | $254,000 | -78.1% | 2,960 | -76.7% | 0.04% | -79.0% |
| Q3 2018 | $1,158,000 | -24.9% | 12,716 | -30.2% | 0.19% | -31.4% |
| Q2 2018 | $1,542,000 | -1.3% | 18,205 | -3.5% | 0.27% | -21.7% |
| Q1 2018 | $1,563,000 | +8.2% | 18,856 | +18.0% | 0.35% | -7.5% |
| Q4 2017 | $1,444,000 | +22.1% | 15,986 | +16.5% | 0.37% | +2.5% |
| Q3 2017 | $1,183,000 | +4.8% | 13,724 | +0.6% | 0.36% | +196.7% |
| Q2 2017 | $1,129,000 | +28.1% | 13,648 | +29.9% | 0.12% | -68.9% |
| Q1 2017 | $881,000 | -26.5% | 10,506 | -27.4% | 0.40% | -33.1% |
| Q4 2016 | $1,198,000 | +8.5% | 14,472 | +6.2% | 0.59% | -8.6% |
| Q3 2016 | $1,104,000 | -99.6% | 13,625 | +280.5% | 0.65% | +1122.6% |
| Q1 2016 | $281,000,000 | +6.0% | 3,581 | -0.9% | 0.05% | -5.4% |
| Q4 2015 | $265,000,000 | – | 3,614 | – | 0.06% | – |
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% |