ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,831 | -1.9% | 2,314 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $233,228 | -66.4% | 2,314 | -66.1% | 0.01% | -66.7% |
| Q1 2023 | $693,220 | -8.8% | 6,819 | -6.5% | 0.04% | -7.7% |
| Q4 2022 | $760,327 | +14.2% | 7,294 | 0.0% | 0.04% | +18.2% |
| Q3 2022 | $666,000 | -9.0% | 7,294 | 0.0% | 0.03% | -5.7% |
| Q2 2022 | $732,000 | +200.0% | 7,294 | +219.4% | 0.04% | +169.2% |
| Q1 2022 | $244,000 | +6.6% | 2,284 | +0.4% | 0.01% | +8.3% |
| Q4 2021 | $229,000 | +7.0% | 2,275 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $214,000 | -2.7% | 2,275 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $220,000 | +3.3% | 2,275 | +1.3% | 0.01% | -14.3% |
| Q1 2021 | $213,000 | -96.1% | 2,245 | -99.0% | 0.01% | -97.0% |
| Q1 2017 | $5,519,000 | +46.5% | 228,020 | +4.4% | 0.47% | +37.8% |
| Q4 2016 | $3,768,000 | +640.3% | 218,403 | +3387.2% | 0.34% | +568.6% |
| Q3 2016 | $509,000 | -18.6% | 6,263 | -17.6% | 0.05% | -13.6% |
| Q2 2016 | $625,000 | +46.4% | 7,603 | +38.8% | 0.06% | +43.9% |
| Q1 2016 | $427,000 | +69.4% | 5,478 | +59.8% | 0.04% | +46.4% |
| Q4 2015 | $252,000 | +5.9% | 3,427 | 0.0% | 0.03% | +40.0% |
| Q3 2015 | $238,000 | -26.5% | 3,427 | -22.2% | 0.02% | -37.5% |
| Q2 2015 | $324,000 | -2.7% | 4,404 | -0.9% | 0.03% | -25.6% |
| Q1 2015 | $333,000 | -3.5% | 4,442 | -1.3% | 0.04% | -6.5% |
| Q4 2014 | $345,000 | -32.4% | 4,502 | -33.6% | 0.05% | -35.2% |
| Q3 2014 | $510,000 | -42.4% | 6,779 | -42.3% | 0.07% | -41.8% |
| Q2 2014 | $886,000 | -14.0% | 11,758 | -18.5% | 0.12% | -18.1% |
| Q1 2014 | $1,030,000 | +349.8% | 14,423 | +343.2% | 0.15% | +313.9% |
| Q4 2013 | $229,000 | +8.5% | 3,254 | +2.5% | 0.04% | +9.1% |
| Q2 2013 | $211,000 | – | 3,174 | – | 0.03% | – |
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% |