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 | $287 | -1.7% | 2,900 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $292 | -99.9% | 2,900 | 0.0% | 0.04% | -8.3% |
| Q1 2023 | $294,814 | -2.5% | 2,900 | 0.0% | 0.05% | -9.4% |
| Q4 2022 | $302,296 | +14.1% | 2,900 | 0.0% | 0.05% | -3.6% |
| Q3 2022 | $265,000 | -8.9% | 2,900 | 0.0% | 0.06% | -6.8% |
| Q2 2022 | $291,000 | -9.3% | 2,900 | -3.3% | 0.06% | +1.7% |
| Q1 2022 | $321,000 | +5.9% | 3,000 | 0.0% | 0.06% | +5.5% |
| Q4 2021 | $303,000 | +7.1% | 3,000 | 0.0% | 0.06% | -1.8% |
| Q3 2021 | $283,000 | -2.4% | 3,000 | 0.0% | 0.06% | -1.8% |
| Q2 2021 | $290,000 | +1.8% | 3,000 | 0.0% | 0.06% | -5.0% |
| Q1 2021 | $285,000 | +8.4% | 3,000 | 0.0% | 0.06% | -1.6% |
| Q4 2020 | $263,000 | +9.1% | 3,000 | 0.0% | 0.06% | -7.6% |
| Q3 2020 | $241,000 | -0.8% | 3,000 | 0.0% | 0.07% | -4.3% |
| Q2 2020 | $243,000 | +13.0% | 3,000 | 0.0% | 0.07% | -2.8% |
| Q1 2020 | $215,000 | -26.9% | 3,000 | 0.0% | 0.07% | -4.1% |
| Q4 2019 | $294,000 | +4.3% | 3,000 | 0.0% | 0.07% | -3.9% |
| Q3 2019 | $282,000 | -8.1% | 3,000 | -7.7% | 0.08% | -7.2% |
| Q2 2019 | $307,000 | +1.3% | 3,250 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $303,000 | +10.6% | 3,250 | 0.0% | 0.08% | -4.5% |
| Q4 2018 | $274,000 | -6.8% | 3,250 | 0.0% | 0.09% | +11.4% |
| Q3 2018 | $294,000 | +6.5% | 3,250 | 0.0% | 0.08% | 0.0% |
| Q2 2018 | $276,000 | +0.4% | 3,250 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $275,000 | -6.1% | 3,250 | 0.0% | 0.08% | -6.0% |
| Q4 2017 | $293,000 | +5.0% | 3,250 | 0.0% | 0.08% | +6.3% |
| Q3 2017 | $279,000 | +3.3% | 3,250 | 0.0% | 0.08% | +6.8% |
| Q2 2017 | $270,000 | – | 3,250 | – | 0.07% | – |
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% |