ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 715 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $12 | -98.9% | 0 | -100.0% | 0.00% | – |
Q1 2024 | $1,114 | +9.2% | 10 | 0.0% | 0.00% | – |
Q4 2023 | $1,020 | +3.1% | 10 | 0.0% | 0.00% | – |
Q3 2023 | $989 | -1.9% | 10 | 0.0% | 0.00% | – |
Q2 2023 | $1,008 | -95.4% | 10 | -95.4% | 0.00% | -100.0% |
Q1 2023 | $21,959 | +266.0% | 216 | +254.1% | 0.00% | +200.0% |
Q3 2022 | $6,000 | -80.0% | 61 | -79.7% | 0.00% | -75.0% |
Q2 2022 | $30,000 | -6.2% | 300 | 0.0% | 0.00% | +33.3% |
Q1 2022 | $32,000 | +28.0% | 300 | +20.0% | 0.00% | 0.0% |
Q4 2021 | $25,000 | +525.0% | 250 | +455.6% | 0.00% | +200.0% |
Q1 2018 | $4,000 | -76.5% | 45 | -75.7% | 0.00% | -75.0% |
Q4 2017 | $17,000 | +6.2% | 185 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $16,000 | +6.7% | 185 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $15,000 | -16.7% | 185 | -11.9% | 0.00% | 0.0% |
Q1 2017 | $18,000 | -98.7% | 210 | -98.8% | 0.00% | -98.9% |
Q4 2016 | $1,431,000 | -2.9% | 17,398 | -4.0% | 0.36% | +5.3% |
Q3 2016 | $1,474,000 | -2.6% | 18,131 | -1.6% | 0.34% | -5.8% |
Q2 2016 | $1,514,000 | +5.1% | 18,428 | -0.2% | 0.36% | -12.8% |
Q1 2016 | $1,441,000 | +2.0% | 18,466 | -4.0% | 0.41% | +4.3% |
Q4 2015 | $1,413,000 | -10.2% | 19,245 | -14.9% | 0.40% | -14.7% |
Q3 2015 | $1,573,000 | -19.5% | 22,603 | -15.0% | 0.46% | -20.0% |
Q2 2015 | $1,955,000 | -15.2% | 26,579 | -13.6% | 0.58% | -18.1% |
Q1 2015 | $2,306,000 | -14.2% | 30,757 | -12.4% | 0.71% | -21.7% |
Q4 2014 | $2,688,000 | -14.9% | 35,119 | -16.4% | 0.90% | -19.6% |
Q3 2014 | $3,160,000 | -6.9% | 41,997 | -6.7% | 1.12% | -7.6% |
Q2 2014 | $3,394,000 | +13.2% | 45,017 | +7.3% | 1.22% | +0.8% |
Q1 2014 | $2,998,000 | +20.9% | 41,967 | +18.9% | 1.21% | +0.6% |
Q4 2013 | $2,480,000 | -3.4% | 35,302 | -8.9% | 1.20% | -2.7% |
Q3 2013 | $2,567,000 | -21.5% | 38,732 | -20.8% | 1.23% | -23.7% |
Q2 2013 | $3,271,000 | – | 48,902 | – | 1.62% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Titus Wealth Management | 173,488 | $16,336,000 | 14.96% |
Stratford Consulting, LLC | 383,160 | $36,078,000 | 12.35% |
Wolff Financial Management LLC | 149,025 | $14,032,000 | 10.24% |
Shamrock Asset Management LLC | 107,050 | $10,080,000 | 7.85% |
Forefront Analytics, LLC | 179,504 | $16,899,000 | 6.96% |
Bouchey Financial Group Ltd | 283,019 | $26,649,000 | 6.37% |
LBMC INVESTMENT ADVISORS, LLC | 410,238 | $38,628,000 | 5.86% |
WealthOne, LLC | 85,024 | $8,006,000 | 5.73% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 215,196 | $20,263,000 | 5.53% |
Gunma Bank,Ltd. | 61,000 | $5,744,000 | 5.46% |