ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 305 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $697 | +140.3% | 6,915 | +142.5% | 0.06% | +158.3% |
Q1 2023 | $290 | -99.9% | 2,852 | -35.4% | 0.02% | -38.5% |
Q3 2022 | $403,000 | -50.0% | 4,414 | -46.3% | 0.04% | -72.1% |
Q4 2019 | $806,000 | +11.5% | 8,218 | +7.0% | 0.14% | +1.4% |
Q3 2019 | $723,000 | +86.8% | 7,679 | +79.6% | 0.14% | +60.5% |
Q3 2018 | $387,000 | -26.7% | 4,276 | -31.2% | 0.09% | -31.7% |
Q2 2018 | $528,000 | -48.2% | 6,213 | -48.6% | 0.13% | -62.7% |
Q1 2018 | $1,020,000 | -17.1% | 12,080 | -11.4% | 0.34% | -15.7% |
Q4 2017 | $1,230,000 | +31.0% | 13,641 | +24.9% | 0.40% | +7.2% |
Q3 2017 | $939,000 | +18.6% | 10,920 | +14.6% | 0.37% | +3.3% |
Q2 2017 | $792,000 | +47.5% | 9,531 | +48.9% | 0.36% | +54.7% |
Q1 2017 | $537,000 | +82.0% | 6,403 | +78.4% | 0.23% | +72.1% |
Q4 2016 | $295,000 | – | 3,589 | – | 0.14% | – |
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% |