ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 219 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $90,000 | +5.9% | 845 | 0.0% | 0.01% | +14.3% |
| Q4 2021 | $85,000 | +6.2% | 845 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $80,000 | -2.4% | 845 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $82,000 | +2.5% | 845 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $80,000 | +8.1% | 845 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $74,000 | +8.8% | 845 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $68,000 | -1.4% | 845 | 0.0% | 0.01% | -20.0% |
| Q2 2020 | $69,000 | +15.0% | 845 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $60,000 | -27.7% | 845 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $83,000 | +3.8% | 845 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $80,000 | 0.0% | 845 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $80,000 | +1.3% | 845 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $79,000 | +11.3% | 845 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $71,000 | -7.8% | 845 | 0.0% | 0.02% | +14.3% |
| Q3 2018 | $77,000 | +6.9% | 845 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $72,000 | +1.4% | 845 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $71,000 | -6.6% | 845 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $76,000 | +4.1% | 845 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $73,000 | +4.3% | 845 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $70,000 | -1.4% | 845 | 0.0% | 0.02% | -5.9% |
| Q1 2017 | $71,000 | +1.4% | 845 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $70,000 | +1.4% | 845 | 0.0% | 0.02% | -5.6% |
| Q3 2016 | $69,000 | 0.0% | 845 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $69,000 | +4.5% | 845 | 0.0% | 0.02% | +5.9% |
| Q1 2016 | $66,000 | +6.5% | 845 | 0.0% | 0.02% | +13.3% |
| Q4 2015 | $62,000 | +5.1% | 845 | 0.0% | 0.02% | -6.2% |
| Q3 2015 | $59,000 | – | 845 | – | 0.02% | – |
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% |