ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 517 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $19,747,048 | +104.5% | 194,246 | +76.4% | 0.52% | +262.2% |
| Q4 2020 | $9,656,000 | +4587.4% | 110,137 | +4227.6% | 0.14% | +3475.0% |
| Q2 2020 | $206,000 | -96.9% | 2,545 | -97.3% | 0.00% | -98.0% |
| Q1 2020 | $6,637,000 | +742.3% | 92,764 | +1054.2% | 0.20% | +750.0% |
| Q4 2019 | $788,000 | +139.5% | 8,037 | +130.1% | 0.02% | +84.6% |
| Q3 2019 | $329,000 | +43.7% | 3,493 | +44.1% | 0.01% | +30.0% |
| Q2 2019 | $229,000 | -85.0% | 2,424 | -85.2% | 0.01% | -89.0% |
| Q1 2019 | $1,527,000 | +234.9% | 16,367 | +203.0% | 0.09% | +54.2% |
| Q4 2018 | $456,000 | -76.7% | 5,402 | -76.8% | 0.06% | -80.3% |
| Q1 2017 | $1,953,000 | +488.3% | 23,290 | +415.2% | 0.30% | +669.2% |
| Q4 2015 | $332,000 | -8.5% | 4,521 | -6.6% | 0.04% | -90.9% |
| Q1 2015 | $363,000 | +12.7% | 4,841 | +15.0% | 0.43% | +12.6% |
| Q4 2014 | $322,000 | – | 4,210 | – | 0.38% | – |
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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% |