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 2016 | $287,000 | -4.7% | 3,492 | -9.6% | 0.14% | -9.6% |
| Q1 2016 | $301,000 | +6.4% | 3,862 | +0.1% | 0.16% | 0.0% |
| Q4 2015 | $283,000 | -24.1% | 3,860 | -28.0% | 0.16% | -26.3% |
| Q3 2015 | $373,000 | +242.2% | 5,362 | +271.6% | 0.21% | +334.7% |
| Q2 2014 | $109,000 | +17.2% | 1,443 | +10.3% | 0.05% | +16.7% |
| Q1 2014 | $93,000 | +43.1% | 1,308 | +41.3% | 0.04% | +40.0% |
| Q4 2013 | $65,000 | +828.6% | 926 | +734.2% | 0.03% | +650.0% |
| Q3 2013 | $7,000 | 0.0% | 111 | 0.0% | 0.00% | +33.3% |
| Q2 2013 | $7,000 | – | 111 | – | 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% |