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 | $255 | -62.3% | 2,575 | -61.7% | 0.00% | -60.0% |
Q2 2023 | $677 | -88.2% | 6,717 | -88.1% | 0.01% | -88.2% |
Q1 2023 | $5,724 | -1.0% | 56,310 | +1.6% | 0.08% | +4.9% |
Q4 2022 | $5,779 | -99.8% | 55,439 | +57.4% | 0.08% | +42.1% |
Q3 2022 | $3,216,000 | +1348.6% | 35,225 | +1594.3% | 0.06% | +1800.0% |
Q1 2022 | $222,000 | -19.3% | 2,079 | -27.0% | 0.00% | -40.0% |
Q2 2021 | $275,000 | -63.7% | 2,849 | -64.3% | 0.01% | -68.8% |
Q1 2021 | $758,000 | -21.3% | 7,989 | -27.3% | 0.02% | -27.3% |
Q4 2020 | $963,000 | +6.3% | 10,988 | -2.4% | 0.02% | -8.3% |
Q3 2020 | $906,000 | +9.4% | 11,253 | -2.7% | 0.02% | -11.1% |
Q1 2020 | $828,000 | +38.9% | 11,568 | +90.4% | 0.03% | +80.0% |
Q4 2019 | $596,000 | +33.9% | 6,075 | +28.7% | 0.02% | +7.1% |
Q3 2019 | $445,000 | +959.5% | 4,721 | +750.6% | 0.01% | +250.0% |
Q4 2014 | $42,000 | 0.0% | 555 | 0.0% | 0.00% | -20.0% |
Q3 2014 | $42,000 | -41.7% | 555 | -41.9% | 0.01% | -50.0% |
Q2 2014 | $72,000 | – | 955 | – | 0.01% | – |
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% |