ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 575 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $45 | +164.7% | 439 | +152.3% | 0.00% | – |
| Q3 2023 | $17 | -48.5% | 174 | -46.5% | 0.00% | -100.0% |
| Q2 2023 | $33 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $33 | -2.9% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $34 | -99.9% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -9.1% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | -5.7% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $35,000 | +12.9% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | +40.9% | 325 | +39.5% | 0.00% | – |
| Q2 2021 | $22,000 | 0.0% | 233 | 0.0% | 0.00% | – |
| Q1 2021 | $22,000 | +10.0% | 233 | 0.0% | 0.00% | – |
| Q4 2020 | $20,000 | +5.3% | 233 | 0.0% | 0.00% | – |
| Q3 2020 | $19,000 | 0.0% | 233 | 0.0% | 0.00% | – |
| Q2 2020 | $19,000 | +1800.0% | 233 | +1841.7% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | – | 12 | – | 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% |