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 | $231,502 | +7616.7% | 2,341 | +8260.7% | 0.03% | – |
| Q2 2022 | $3,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -91.2% | 28 | -91.7% | 0.00% | -100.0% |
| Q4 2021 | $34,000 | -5.6% | 336 | -13.0% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | -30.8% | 386 | -28.3% | 0.00% | -33.3% |
| Q2 2021 | $52,000 | -91.4% | 538 | -91.6% | 0.01% | -92.4% |
| Q1 2021 | $607,000 | +8.4% | 6,392 | 0.0% | 0.08% | +5.3% |
| Q4 2020 | $560,000 | +8.9% | 6,392 | 0.0% | 0.08% | 0.0% |
| Q3 2020 | $514,000 | -1.0% | 6,392 | 0.0% | 0.08% | -8.5% |
| Q2 2020 | $519,000 | +13.6% | 6,392 | 0.0% | 0.08% | -5.7% |
| Q1 2020 | $457,000 | -27.6% | 6,392 | -0.7% | 0.09% | -10.3% |
| Q4 2019 | $631,000 | +4.0% | 6,437 | 0.0% | 0.10% | +10.2% |
| Q3 2019 | $607,000 | -0.3% | 6,437 | 0.0% | 0.09% | -4.3% |
| Q2 2019 | $609,000 | +1.5% | 6,437 | 0.0% | 0.09% | +1.1% |
| Q1 2019 | $600,000 | +10.5% | 6,437 | 0.0% | 0.09% | 0.0% |
| Q4 2018 | $543,000 | -9.5% | 6,437 | -2.8% | 0.09% | +3.4% |
| Q3 2018 | $600,000 | +6.8% | 6,621 | 0.0% | 0.09% | 0.0% |
| Q2 2018 | $562,000 | +0.4% | 6,621 | 0.0% | 0.09% | -8.3% |
| Q1 2018 | $560,000 | +74.5% | 6,621 | +85.9% | 0.10% | +88.2% |
| Q4 2017 | $321,000 | – | 3,562 | – | 0.05% | – |
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% |