ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 219 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,975,240 | -5.8% | 19,974 | -4.0% | 0.02% | -4.5% |
| Q2 2023 | $2,097,652 | +4.0% | 20,812 | +4.9% | 0.02% | -4.3% |
| Q1 2023 | $2,017,433 | +0.7% | 19,844 | +3.3% | 0.02% | -4.2% |
| Q4 2022 | $2,003,332 | +33.3% | 19,218 | +16.7% | 0.02% | +20.0% |
| Q3 2022 | $1,503,000 | -6.9% | 16,467 | +2.4% | 0.02% | 0.0% |
| Q2 2022 | $1,615,000 | -4.4% | 16,082 | +1.8% | 0.02% | +11.1% |
| Q1 2022 | $1,689,000 | +10.9% | 15,799 | +4.8% | 0.02% | +12.5% |
| Q4 2021 | $1,523,000 | +11.5% | 15,078 | +4.1% | 0.02% | 0.0% |
| Q3 2021 | $1,366,000 | -2.3% | 14,488 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,398,000 | +2.9% | 14,484 | +1.1% | 0.02% | -5.9% |
| Q1 2021 | $1,359,000 | +9.7% | 14,325 | +1.4% | 0.02% | -10.5% |
| Q4 2020 | $1,239,000 | -8.3% | 14,131 | -15.8% | 0.02% | -20.8% |
| Q3 2020 | $1,351,000 | -1.2% | 16,791 | -0.4% | 0.02% | -7.7% |
| Q2 2020 | $1,368,000 | -53.9% | 16,856 | -59.4% | 0.03% | -55.2% |
| Q1 2020 | $2,967,000 | -30.0% | 41,469 | -4.1% | 0.06% | -15.9% |
| Q4 2019 | $4,241,000 | +7.7% | 43,245 | +3.4% | 0.07% | -2.8% |
| Q3 2019 | $3,938,000 | +1.4% | 41,826 | +1.7% | 0.07% | -1.4% |
| Q2 2019 | $3,885,000 | +27.5% | 41,114 | +14.0% | 0.07% | +38.5% |
| Q1 2019 | $3,047,000 | -6.2% | 36,071 | -6.3% | 0.05% | -17.5% |
| Q4 2018 | $3,247,000 | -2.2% | 38,486 | +4.9% | 0.06% | +6.8% |
| Q3 2018 | $3,321,000 | +11.4% | 36,677 | +4.5% | 0.06% | +1.7% |
| Q2 2018 | $2,982,000 | +3.9% | 35,091 | +3.3% | 0.06% | -1.7% |
| Q1 2018 | $2,869,000 | -2.7% | 33,961 | +3.8% | 0.06% | -4.8% |
| Q4 2017 | $2,950,000 | +37.2% | 32,725 | +30.8% | 0.06% | +47.6% |
| Q3 2017 | $2,150,000 | +5.7% | 25,014 | +2.2% | 0.04% | -8.7% |
| Q2 2017 | $2,034,000 | +51.6% | 24,471 | +52.9% | 0.05% | +39.4% |
| Q1 2017 | $1,342,000 | -0.4% | 16,003 | -2.4% | 0.03% | +6.5% |
| Q4 2016 | $1,348,000 | +2.5% | 16,392 | +1.3% | 0.03% | -6.1% |
| Q3 2016 | $1,315,000 | +1465.5% | 16,181 | +1472.5% | 0.03% | +1550.0% |
| Q2 2016 | $84,000 | +154.5% | 1,029 | +141.0% | 0.00% | +100.0% |
| Q1 2016 | $33,000 | -8.3% | 427 | -13.2% | 0.00% | 0.0% |
| Q4 2015 | $36,000 | +12.5% | 492 | +5.1% | 0.00% | 0.0% |
| Q3 2015 | $32,000 | -95.3% | 468 | -94.9% | 0.00% | -95.5% |
| Q2 2015 | $675,000 | +0.1% | 9,183 | +2.1% | 0.02% | 0.0% |
| Q1 2015 | $674,000 | -10.1% | 8,992 | -8.3% | 0.02% | -12.0% |
| Q4 2014 | $750,000 | +24.8% | 9,802 | +22.5% | 0.02% | +25.0% |
| Q3 2014 | $601,000 | +75.7% | 7,999 | +76.3% | 0.02% | +66.7% |
| Q2 2014 | $342,000 | +54.1% | 4,537 | +45.5% | 0.01% | +50.0% |
| Q1 2014 | $222,000 | -5.5% | 3,118 | -7.0% | 0.01% | -11.1% |
| Q4 2013 | $235,000 | +0.4% | 3,354 | -5.1% | 0.01% | -18.2% |
| Q3 2013 | $234,000 | +32.2% | 3,534 | +32.3% | 0.01% | +22.2% |
| Q2 2013 | $177,000 | – | 2,672 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 159,714 | $13,493,000,000 | 12.98% |
| Stratford Consulting, LLC | 377,305 | $31,875,000 | 12.14% |
| LBMC INVESTMENT ADVISORS, LLC | 409,632 | $34,606,000 | 5.99% |
| Gunma Bank,Ltd. | 61,000 | $5,153,000 | 5.69% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,277 | $17,933,000 | 5.50% |
| Smart Money Group LLC | 54,996 | $4,646,000 | 4.72% |
| Divergent Wealth Advisors | 145,255 | $12,271,000 | 4.59% |
| Sanchez Wealth Management Group | 54,578 | $4,524,000 | 4.57% |
| Wharton Business Group, LLC | 510,276 | $43,108,000 | 4.46% |
| Keystone Financial Planning, Inc. | 75,169 | $6,350,000 | 3.54% |