ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 374 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,012,732 | +12460.2% | 10,241 | +12701.2% | 0.04% | – |
| Q2 2023 | $8,063 | -39.9% | 80 | -39.4% | 0.00% | -100.0% |
| Q1 2023 | $13,419 | +162.4% | 132 | -99.7% | 0.00% | -99.5% |
| Q4 2022 | $5,114 | -26.9% | 49,062 | +61227.5% | 0.21% | – |
| Q3 2022 | $7,000 | -88.9% | 80 | -87.2% | 0.00% | -100.0% |
| Q2 2022 | $63,000 | +600.0% | 624 | +680.0% | 0.00% | – |
| Q1 2022 | $9,000 | +12.5% | 80 | 0.0% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | +14.3% | 80 | 0.0% | 0.00% | – |
| Q4 2020 | $7,000 | +16.7% | 80 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -25.0% | 80 | 0.0% | 0.00% | – |
| Q4 2019 | $8,000 | -52.9% | 80 | -55.6% | 0.00% | -100.0% |
| Q3 2019 | $17,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | -99.9% | 180 | -30.8% | 0.00% | -50.0% |
| Q1 2019 | $24,255,000 | +79.7% | 260 | +62.5% | 0.00% | +100.0% |
| Q4 2018 | $13,501,000 | -6.8% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $14,486,000 | +6.5% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,598,000 | -38.1% | 160 | -38.5% | 0.00% | -50.0% |
| Q1 2018 | $21,965,000 | -71.7% | 260 | -69.8% | 0.00% | -66.7% |
| Q4 2017 | $77,520,000 | +4.9% | 860 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $73,917,000 | +3.4% | 860 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $71,492,000 | -0.9% | 860 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $72,120,000 | +2.0% | 860 | 0.0% | 0.01% | -22.2% |
| Q4 2016 | $70,735,000 | -45.4% | 860 | -45.4% | 0.01% | -43.8% |
| Q2 2016 | $129,468,000 | +5.3% | 1,576 | 0.0% | 0.02% | -5.9% |
| Q1 2016 | $122,944,000 | +6.3% | 1,576 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $115,694,000 | +17.2% | 1,576 | +19.8% | 0.02% | +6.2% |
| Q1 2015 | $98,687,000 | -49.8% | 1,316 | -48.7% | 0.02% | -74.6% |
| Q4 2014 | $196,402,000 | – | 2,566 | – | 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% |