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 2022 | $532,979 | -97.1% | 5,113 | -97.4% | 0.16% | -96.0% |
| Q3 2021 | $18,271,000 | +11.2% | 193,841 | -1.0% | 4.06% | +32.0% |
| Q1 2017 | $16,424,000 | +3649.8% | 195,853 | +3575.2% | 3.08% | +3521.2% |
| Q4 2016 | $438,000 | +16.5% | 5,329 | +15.2% | 0.08% | +19.7% |
| Q3 2016 | $376,000 | -12.6% | 4,626 | -11.6% | 0.07% | -7.8% |
| Q2 2016 | $430,000 | -1.1% | 5,232 | -6.2% | 0.08% | +4.1% |
| Q1 2016 | $435,000 | -13.9% | 5,577 | -18.9% | 0.07% | -6.3% |
| Q4 2015 | $505,000 | -4.2% | 6,878 | -9.2% | 0.08% | -1.2% |
| Q3 2015 | $527,000 | -9.8% | 7,571 | -4.6% | 0.08% | -3.6% |
| Q2 2015 | $584,000 | -97.4% | 7,936 | -97.4% | 0.08% | -97.6% |
| Q1 2015 | $22,776,000 | -47.8% | 303,722 | -46.7% | 3.46% | -51.9% |
| Q4 2014 | $43,654,000 | +7.1% | 570,336 | +5.3% | 7.18% | -8.0% |
| Q3 2014 | $40,752,000 | +1.0% | 541,633 | +1.2% | 7.81% | -3.9% |
| Q2 2014 | $40,358,000 | +79.2% | 535,336 | +69.8% | 8.13% | +14.4% |
| Q1 2014 | $22,521,000 | – | 315,243 | – | 7.10% | – |
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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% |