ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 327 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,100,772 | -12.9% | 81,917 | -11.3% | 1.59% | -11.6% |
| Q2 2023 | $9,305,638 | -15.7% | 92,327 | -14.9% | 1.80% | -11.0% |
| Q1 2023 | $11,034,147 | +2.0% | 108,540 | +4.6% | 2.02% | +1.7% |
| Q4 2022 | $10,819,990 | -16.8% | 103,799 | -27.2% | 1.99% | -29.0% |
| Q3 2022 | $13,011,000 | +311.3% | 142,519 | +352.5% | 2.80% | +333.0% |
| Q2 2022 | $3,163,000 | +923.6% | 31,494 | +628.2% | 0.65% | +521.2% |
| Q1 2020 | $309,000 | -13.7% | 4,325 | +18.5% | 0.10% | +10.6% |
| Q4 2019 | $358,000 | +4.1% | 3,650 | 0.0% | 0.09% | -3.1% |
| Q3 2019 | $344,000 | -21.6% | 3,650 | -23.0% | 0.10% | -23.6% |
| Q2 2019 | $439,000 | +275.2% | 4,740 | +253.7% | 0.13% | +115.3% |
| Q3 2018 | $117,000 | -97.8% | 1,340 | -97.9% | 0.06% | -97.6% |
| Q1 2018 | $5,437,000 | -5.0% | 64,360 | +1.3% | 2.44% | +4.7% |
| Q4 2017 | $5,726,000 | +30.8% | 63,521 | +25.7% | 2.34% | +22.3% |
| Q3 2017 | $4,379,000 | +4.7% | 50,534 | +2.1% | 1.91% | +2.8% |
| Q2 2017 | $4,184,000 | +8.5% | 49,487 | +6.6% | 1.86% | +16.4% |
| Q1 2017 | $3,856,000 | – | 46,410 | – | 1.60% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 147,392 | $13,929,000 | 13.74% |
| Stratford Consulting, LLC | 389,378 | $36,796,000 | 12.99% |
| FundX Investment Group, LLC | 278,232 | $26,293,000 | 10.87% |
| Wolff Financial Management LLC | 144,770 | $13,681,000 | 10.53% |
| Shamrock Asset Management LLC | 114,465 | $10,817,000 | 7.65% |
| Forefront Analytics, LLC | 166,232 | $15,714,000 | 6.69% |
| Bouchey Financial Group Ltd | 283,575 | $26,798,000 | 6.54% |
| LBMC INVESTMENT ADVISORS, LLC | 408,268 | $38,581,000 | 5.84% |
| Gunma Bank,Ltd. | 61,000 | $5,765,000 | 5.70% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 213,249 | $20,152,000 | 5.68% |