ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 375 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $313,701 | +44.6% | 2,886 | +31.6% | 0.01% | -9.1% |
| Q3 2023 | $216,883 | -1.9% | 2,193 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $221,052 | -0.4% | 2,193 | +0.5% | 0.01% | -15.4% |
| Q1 2023 | $221,848 | -1.8% | 2,182 | -11.9% | 0.01% | 0.0% |
| Q3 2022 | $226,000 | -20.1% | 2,477 | -14.1% | 0.01% | -56.7% |
| Q4 2019 | $283,000 | +11.9% | 2,883 | +7.5% | 0.03% | 0.0% |
| Q3 2019 | $253,000 | -0.4% | 2,683 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $254,000 | +1.6% | 2,683 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $250,000 | -32.1% | 2,683 | -38.4% | 0.03% | -43.4% |
| Q4 2018 | $368,000 | +36.8% | 4,358 | +46.6% | 0.05% | +60.6% |
| Q3 2018 | $269,000 | +6.3% | 2,972 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $253,000 | -8.7% | 2,972 | -9.3% | 0.03% | -13.2% |
| Q1 2018 | $277,000 | +7.8% | 3,278 | +15.1% | 0.04% | +22.6% |
| Q4 2017 | $257,000 | +4.9% | 2,848 | 0.0% | 0.03% | -3.1% |
| Q3 2017 | $245,000 | +4.7% | 2,848 | +1.2% | 0.03% | -3.0% |
| Q2 2017 | $234,000 | – | 2,814 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 173,488 | $16,336,000 | 14.96% |
| Stratford Consulting, LLC | 383,160 | $36,078,000 | 12.35% |
| Wolff Financial Management LLC | 149,025 | $14,032,000 | 10.24% |
| Shamrock Asset Management LLC | 107,050 | $10,080,000 | 7.85% |
| Forefront Analytics, LLC | 179,504 | $16,899,000 | 6.96% |
| Bouchey Financial Group Ltd | 283,019 | $26,649,000 | 6.37% |
| LBMC INVESTMENT ADVISORS, LLC | 410,238 | $38,628,000 | 5.86% |
| WealthOne, LLC | 85,024 | $8,006,000 | 5.73% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 215,196 | $20,263,000 | 5.53% |
| Gunma Bank,Ltd. | 61,000 | $5,744,000 | 5.46% |