ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,255 | -1.9% | 2,773 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $279,524 | -2.2% | 2,773 | -1.3% | 0.01% | -12.5% |
| Q1 2023 | $285,698 | -8.0% | 2,810 | -5.7% | 0.01% | -20.0% |
| Q4 2022 | $310,566 | +52.2% | 2,979 | +33.4% | 0.01% | +66.7% |
| Q3 2022 | $204,000 | -9.3% | 2,233 | -0.2% | 0.01% | -14.3% |
| Q2 2022 | $225,000 | -39.8% | 2,238 | -35.9% | 0.01% | -30.0% |
| Q1 2022 | $374,000 | +5.9% | 3,494 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $353,000 | +7.3% | 3,494 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $329,000 | +22.3% | 3,494 | +25.4% | 0.01% | +12.5% |
| Q2 2021 | $269,000 | +3742.9% | 2,786 | +3614.7% | 0.01% | – |
| Q1 2021 | $7,000 | -83.3% | 75 | -85.5% | 0.00% | -100.0% |
| Q4 2020 | $42,000 | 0.0% | 518 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $42,000 | +600.0% | 518 | +590.7% | 0.00% | – |
| Q2 2020 | $6,000 | -14.3% | 75 | -20.2% | 0.00% | – |
| Q1 2020 | $7,000 | -22.2% | 94 | 0.0% | 0.00% | – |
| Q4 2019 | $9,000 | 0.0% | 94 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 94 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | 0.0% | 94 | 0.0% | 0.00% | -100.0% |
| Q1 2019 | $9,000 | -35.7% | 94 | -44.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | +75.0% | 168 | +78.7% | 0.00% | – |
| Q3 2018 | $8,000 | +166.7% | 94 | +154.1% | 0.00% | – |
| Q2 2018 | $3,000 | -75.0% | 37 | -73.6% | 0.00% | -100.0% |
| Q1 2018 | $12,000 | -99.7% | 140 | -99.7% | 0.00% | -99.6% |
| Q4 2017 | $4,428,000 | -4.0% | 49,120 | -8.5% | 0.26% | -13.2% |
| Q3 2017 | $4,613,000 | +9.2% | 53,671 | +5.6% | 0.30% | -0.3% |
| Q2 2017 | $4,226,000 | +2.2% | 50,838 | +3.1% | 0.30% | -6.3% |
| Q1 2017 | $4,134,000 | +20.2% | 49,298 | +17.9% | 0.32% | +5.0% |
| Q4 2016 | $3,440,000 | +10324.2% | 41,827 | +9299.3% | 0.30% | +5920.0% |
| Q1 2015 | $33,000 | – | 445 | – | 0.01% | – |
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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% |