ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 499 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,306 | -1.9% | 1,166 | 0.0% | 0.02% | +6.2% |
| Q2 2023 | $117,522 | -0.9% | 1,166 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $118,536 | -2.5% | 1,166 | 0.0% | 0.02% | -11.1% |
| Q4 2022 | $121,544 | +14.7% | 1,166 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $106,000 | -9.4% | 1,166 | 0.0% | 0.02% | -10.0% |
| Q2 2022 | $117,000 | -6.4% | 1,166 | 0.0% | 0.02% | +11.1% |
| Q1 2022 | $125,000 | +5.9% | 1,166 | 0.0% | 0.02% | +20.0% |
| Q4 2021 | $118,000 | +7.3% | 1,166 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $110,000 | -2.7% | 1,166 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $113,000 | +1.8% | 1,166 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $111,000 | +8.8% | 1,166 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $102,000 | +8.5% | 1,166 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $94,000 | -1.1% | 1,166 | 0.0% | 0.02% | +15.4% |
| Q2 2020 | $95,000 | +14.5% | 1,166 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $83,000 | -27.2% | 1,166 | 0.0% | 0.01% | +8.3% |
| Q4 2019 | $114,000 | +3.6% | 1,166 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $110,000 | 0.0% | 1,166 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $110,000 | -36.4% | 1,166 | -37.1% | 0.01% | -36.4% |
| Q1 2019 | $173,000 | +302.3% | 1,853 | +290.1% | 0.02% | +266.7% |
| Q4 2017 | $43,000 | – | 475 | – | 0.01% | – |
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% |