ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,138,000 | +4.2% | 14,021 | -8.1% | 0.04% | -18.2% |
| Q1 2020 | $1,092,000 | -35.1% | 15,256 | -11.1% | 0.04% | -15.4% |
| Q4 2019 | $1,683,000 | +44.1% | 17,160 | +38.4% | 0.05% | +30.0% |
| Q3 2019 | $1,168,000 | +16.5% | 12,400 | +16.9% | 0.04% | +8.1% |
| Q2 2019 | $1,003,000 | +24.4% | 10,610 | +22.9% | 0.04% | +19.4% |
| Q1 2019 | $806,000 | -75.0% | 8,636 | -77.4% | 0.03% | -78.3% |
| Q4 2018 | $3,229,000 | +1082.8% | 38,273 | +1169.0% | 0.14% | +1330.0% |
| Q3 2018 | $273,000 | -93.0% | 3,016 | -93.6% | 0.01% | -94.5% |
| Q2 2017 | $3,910,000 | -15.5% | 47,036 | -14.8% | 0.18% | -16.2% |
| Q1 2017 | $4,628,000 | -10.5% | 55,182 | -12.2% | 0.22% | -25.3% |
| Q4 2016 | $5,170,000 | -17.0% | 62,857 | -18.0% | 0.29% | -51.8% |
| Q3 2016 | $6,231,000 | – | 76,660 | – | 0.60% | – |
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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% |