ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 365 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $861,727 | -95.3% | 8,714 | -95.3% | 0.00% | -100.0% |
Q2 2023 | $18,520,364 | +5694.5% | 183,752 | +5744.5% | 0.01% | – |
Q1 2023 | $319,619 | -99.0% | 3,144 | -98.9% | 0.00% | -100.0% |
Q4 2022 | $31,054,347 | +504.3% | 297,912 | +429.2% | 0.01% | +600.0% |
Q3 2022 | $5,139,000 | +442.7% | 56,293 | +497.1% | 0.00% | – |
Q2 2022 | $947,000 | -98.8% | 9,427 | -98.7% | 0.00% | -100.0% |
Q1 2022 | $80,156,000 | +29.2% | 749,887 | +22.0% | 0.03% | +30.0% |
Q4 2021 | $62,061,000 | +4456.6% | 614,528 | +4152.5% | 0.02% | – |
Q3 2021 | $1,362,000 | -85.9% | 14,451 | -85.5% | 0.00% | -100.0% |
Q2 2021 | $9,653,000 | -55.7% | 100,000 | -56.5% | 0.00% | -63.6% |
Q1 2021 | $21,796,000 | +86.9% | 229,700 | +72.7% | 0.01% | +83.3% |
Q4 2020 | $11,660,000 | +4601.6% | 133,004 | +4219.7% | 0.01% | – |
Q3 2020 | $248,000 | -90.4% | 3,079 | -90.3% | 0.00% | -100.0% |
Q2 2020 | $2,582,000 | -8.8% | 31,810 | -19.6% | 0.00% | -33.3% |
Q1 2020 | $2,832,000 | -43.3% | 39,584 | -33.1% | 0.00% | -72.7% |
Q4 2018 | $4,996,000 | +172.0% | 59,210 | +173.9% | 0.01% | +175.0% |
Q2 2018 | $1,837,000 | +155.1% | 21,615 | +170.7% | 0.00% | +100.0% |
Q4 2017 | $720,000 | +185.7% | 7,984 | +172.1% | 0.00% | +100.0% |
Q3 2017 | $252,000 | -83.2% | 2,934 | -83.7% | 0.00% | -80.0% |
Q2 2017 | $1,498,000 | +634.3% | 18,020 | +640.3% | 0.01% | +400.0% |
Q1 2017 | $204,000 | +2.0% | 2,434 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $200,000 | -61.4% | 2,434 | -61.4% | 0.00% | -66.7% |
Q2 2016 | $518,000 | -90.9% | 6,303 | -91.4% | 0.00% | -90.6% |
Q1 2016 | $5,686,000 | -27.5% | 72,893 | -31.7% | 0.03% | -34.7% |
Q4 2015 | $7,840,000 | +2557.6% | 106,797 | +2421.2% | 0.05% | +2350.0% |
Q3 2015 | $295,000 | -92.1% | 4,236 | -91.7% | 0.00% | -91.7% |
Q2 2015 | $3,741,000 | +298.4% | 50,854 | +306.3% | 0.02% | +242.9% |
Q1 2015 | $939,000 | -60.3% | 12,517 | -59.5% | 0.01% | -61.1% |
Q4 2014 | $2,365,000 | -73.9% | 30,896 | -74.3% | 0.02% | -80.4% |
Q3 2014 | $9,048,000 | -7.7% | 120,251 | -7.5% | 0.09% | -26.4% |
Q2 2014 | $9,801,000 | +834.3% | 130,012 | +785.6% | 0.12% | +941.7% |
Q1 2014 | $1,049,000 | – | 14,681 | – | 0.01% | – |
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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% |