ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 600 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
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 | 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% |