ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 310 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $243 | -2.0% | 2,386 | +0.3% | 0.02% | -3.8% |
| Q4 2022 | $248 | -99.9% | 2,380 | +0.2% | 0.03% | +8.3% |
| Q3 2022 | $217,000 | +3.3% | 2,375 | +13.7% | 0.02% | +14.3% |
| Q2 2022 | $210,000 | -81.0% | 2,089 | -79.8% | 0.02% | -75.0% |
| Q1 2022 | $1,103,000 | +9.8% | 10,322 | -0.8% | 0.08% | -14.3% |
| Q2 2021 | $1,005,000 | +2.3% | 10,408 | +0.6% | 0.10% | +10.1% |
| Q1 2021 | $982,000 | +6.3% | 10,344 | -1.8% | 0.09% | -24.6% |
| Q4 2020 | $924,000 | +6.8% | 10,535 | -2.0% | 0.12% | -14.5% |
| Q3 2020 | $865,000 | -5.3% | 10,751 | -4.4% | 0.14% | -15.3% |
| Q2 2020 | $913,000 | +15.1% | 11,250 | +1.5% | 0.16% | +39.3% |
| Q1 2020 | $793,000 | -23.1% | 11,083 | +5.4% | 0.12% | -61.1% |
| Q4 2019 | $1,031,000 | +7.4% | 10,513 | +3.1% | 0.30% | +2.4% |
| Q3 2019 | $960,000 | -3.3% | 10,196 | -4.3% | 0.29% | +27.8% |
| Q1 2019 | $993,000 | +10.9% | 10,649 | +0.4% | 0.23% | -17.3% |
| Q4 2018 | $895,000 | -2.7% | 10,604 | +4.3% | 0.28% | +15.4% |
| Q3 2018 | $920,000 | +7.6% | 10,162 | +1.1% | 0.24% | +2.6% |
| Q2 2018 | $855,000 | -5.0% | 10,055 | -5.6% | 0.24% | -14.5% |
| Q1 2018 | $900,000 | -46.4% | 10,655 | -56.2% | 0.28% | +8.7% |
| Q4 2017 | $1,679,000 | +72.0% | 24,346 | +114.5% | 0.25% | -17.9% |
| Q3 2017 | $976,000 | +4.6% | 11,352 | +1.1% | 0.31% | -3.1% |
| Q2 2017 | $933,000 | -0.3% | 11,225 | +0.6% | 0.32% | -11.9% |
| Q1 2017 | $936,000 | -4.5% | 11,161 | -6.3% | 0.36% | +6.5% |
| Q4 2016 | $980,000 | +0.1% | 11,915 | -1.1% | 0.34% | -24.0% |
| Q3 2016 | $979,000 | +15.7% | 12,047 | +17.0% | 0.45% | +3.0% |
| Q2 2016 | $846,000 | +31.4% | 10,299 | +24.7% | 0.43% | +9.9% |
| Q1 2016 | $644,000 | +26.0% | 8,260 | +18.6% | 0.39% | +15.2% |
| Q4 2015 | $511,000 | +151.7% | 6,964 | +162.9% | 0.34% | +159.1% |
| Q4 2014 | $203,000 | -39.4% | 2,649 | -40.5% | 0.13% | -29.4% |
| Q3 2014 | $335,000 | +4.4% | 4,453 | +4.7% | 0.19% | -8.8% |
| Q2 2014 | $321,000 | +3.2% | 4,253 | -2.4% | 0.20% | -37.1% |
| Q1 2014 | $311,000 | – | 4,356 | – | 0.33% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 159,714 | $13,493,000,000 | 12.98% |
| Stratford Consulting, LLC | 377,305 | $31,875,000 | 12.14% |
| LBMC INVESTMENT ADVISORS, LLC | 409,632 | $34,606,000 | 5.99% |
| Gunma Bank,Ltd. | 61,000 | $5,153,000 | 5.69% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,277 | $17,933,000 | 5.50% |
| Smart Money Group LLC | 54,996 | $4,646,000 | 4.72% |
| Divergent Wealth Advisors | 145,255 | $12,271,000 | 4.59% |
| Sanchez Wealth Management Group | 54,578 | $4,524,000 | 4.57% |
| Wharton Business Group, LLC | 510,276 | $43,108,000 | 4.46% |
| Keystone Financial Planning, Inc. | 75,169 | $6,350,000 | 3.54% |