ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 513 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,683,590 | -5.7% | 77,698 | -3.9% | 0.03% | -9.4% |
Q2 2023 | $8,152,132 | +26.8% | 80,882 | +27.8% | 0.03% | +14.3% |
Q1 2023 | $6,431,449 | -5.6% | 63,264 | -3.2% | 0.03% | -17.6% |
Q4 2022 | $6,811,717 | +11.9% | 65,346 | -2.0% | 0.03% | -2.9% |
Q3 2022 | $6,086,000 | -33.4% | 66,662 | -26.8% | 0.04% | -40.7% |
Q2 2022 | $9,144,000 | +36.0% | 91,047 | +44.8% | 0.06% | +34.1% |
Q1 2022 | $6,722,000 | +7.0% | 62,883 | +1.1% | 0.04% | +2.3% |
Q4 2021 | $6,284,000 | +11.4% | 62,223 | +4.0% | 0.04% | -8.5% |
Q3 2021 | $5,642,000 | +1.9% | 59,853 | +4.4% | 0.05% | -9.6% |
Q2 2021 | $5,535,000 | +12.3% | 57,341 | +10.4% | 0.05% | -1.9% |
Q1 2021 | $4,927,000 | +107.5% | 51,921 | +91.7% | 0.05% | +71.0% |
Q4 2020 | $2,375,000 | -27.3% | 27,088 | -33.6% | 0.03% | -42.6% |
Q3 2020 | $3,265,000 | -11.2% | 40,801 | -10.0% | 0.05% | -11.5% |
Q2 2020 | $3,675,000 | +5226.1% | 45,350 | +6061.7% | 0.06% | +2950.0% |
Q3 2019 | $69,000 | +360.0% | 736 | +374.8% | 0.00% | +100.0% |
Q2 2019 | $15,000 | – | 155 | – | 0.00% | – |
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% |