ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 13 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $311,702 | -1.9% | 3,152 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $317,691 | +22.4% | 3,152 | +23.4% | 0.03% | +20.8% |
Q1 2023 | $259,640 | -63.3% | 2,554 | -62.4% | 0.02% | -65.2% |
Q4 2022 | $707,581 | +57.9% | 6,788 | +38.2% | 0.07% | +40.8% |
Q3 2022 | $448,000 | -9.1% | 4,912 | 0.0% | 0.05% | -5.8% |
Q2 2022 | $493,000 | -6.1% | 4,912 | 0.0% | 0.05% | +4.0% |
Q1 2022 | $525,000 | +5.8% | 4,912 | 0.0% | 0.05% | +6.4% |
Q4 2021 | $496,000 | +7.1% | 4,912 | 0.0% | 0.05% | -2.1% |
Q3 2021 | $463,000 | -2.3% | 4,912 | 0.0% | 0.05% | -32.4% |
Q2 2021 | $474,000 | +1.7% | 4,912 | 0.0% | 0.07% | -25.3% |
Q1 2021 | $466,000 | +8.1% | 4,912 | 0.0% | 0.10% | +5.6% |
Q4 2020 | $431,000 | +9.1% | 4,912 | 0.0% | 0.09% | -4.3% |
Q3 2020 | $395,000 | -1.0% | 4,912 | 0.0% | 0.09% | -8.7% |
Q2 2020 | $399,000 | +13.7% | 4,912 | 0.0% | 0.10% | -1.9% |
Q1 2020 | $351,000 | -27.2% | 4,912 | 0.0% | 0.10% | -11.8% |
Q4 2019 | $482,000 | +4.1% | 4,912 | 0.0% | 0.12% | +0.8% |
Q3 2019 | $463,000 | -0.2% | 4,912 | 0.0% | 0.12% | +0.9% |
Q2 2019 | $464,000 | +1.3% | 4,912 | 0.0% | 0.12% | -1.7% |
Q1 2019 | $458,000 | +10.6% | 4,912 | 0.0% | 0.12% | +7.2% |
Q4 2018 | $414,000 | -7.0% | 4,912 | 0.0% | 0.11% | -3.5% |
Q3 2018 | $445,000 | +6.7% | 4,912 | 0.0% | 0.12% | +4.5% |
Q2 2018 | $417,000 | +0.5% | 4,912 | 0.0% | 0.11% | 0.0% |
Q1 2018 | $415,000 | -6.3% | 4,912 | 0.0% | 0.11% | +0.9% |
Q4 2017 | $443,000 | +5.0% | 4,912 | 0.0% | 0.11% | 0.0% |
Q3 2017 | $422,000 | – | 4,912 | – | 0.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Titus Wealth Management | 147,392 | $13,929,000 | 13.74% |
Stratford Consulting, LLC | 389,378 | $36,796,000 | 12.99% |
FundX Investment Group, LLC | 278,232 | $26,293,000 | 10.87% |
Wolff Financial Management LLC | 144,770 | $13,681,000 | 10.53% |
Shamrock Asset Management LLC | 114,465 | $10,817,000 | 7.65% |
Forefront Analytics, LLC | 166,232 | $15,714,000 | 6.69% |
Bouchey Financial Group Ltd | 283,575 | $26,798,000 | 6.54% |
LBMC INVESTMENT ADVISORS, LLC | 408,268 | $38,581,000 | 5.84% |
Gunma Bank,Ltd. | 61,000 | $5,765,000 | 5.70% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 213,249 | $20,152,000 | 5.68% |