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 2018 | $2,746,000 | +60.5% | 30,324 | +50.7% | 0.02% | +33.3% |
| Q2 2018 | $1,711,000 | -52.9% | 20,126 | -53.2% | 0.02% | -48.3% |
| Q1 2018 | $3,635,000 | +18.0% | 43,031 | +25.9% | 0.03% | 0.0% |
| Q4 2017 | $3,081,000 | +387.5% | 34,178 | +364.7% | 0.03% | +383.3% |
| Q3 2017 | $632,000 | -60.8% | 7,355 | -61.7% | 0.01% | -57.1% |
| Q1 2017 | $1,612,000 | -43.7% | 19,218 | -44.8% | 0.01% | -41.7% |
| Q4 2016 | $2,864,000 | +253.1% | 34,818 | +249.1% | 0.02% | +166.7% |
| Q3 2016 | $811,000 | -57.1% | 9,973 | -56.7% | 0.01% | -30.8% |
| Q2 2016 | $1,891,000 | +165.6% | 23,018 | +142.3% | 0.01% | +225.0% |
| Q1 2015 | $712,000 | -75.6% | 9,500 | -75.5% | 0.00% | -76.5% |
| Q3 2014 | $2,915,000 | +117.5% | 38,746 | +106.6% | 0.02% | +183.3% |
| Q1 2014 | $1,340,000 | -92.1% | 18,750 | -92.3% | 0.01% | -91.5% |
| Q4 2013 | $17,011,000 | +6.0% | 242,150 | +0.0% | 0.07% | +7.6% |
| Q3 2013 | $16,048,000 | +448.3% | 242,130 | +448.8% | 0.07% | +371.4% |
| Q2 2013 | $2,927,000 | – | 44,117 | – | 0.01% | – |
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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% |