ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $831,072 | -13.8% | 8,404 | -9.1% | 0.18% | -20.3% |
| Q2 2023 | $963,724 | 0.0% | 9,245 | 0.0% | 0.23% | -1.3% |
| Q1 2023 | $963,724 | +0.0% | 9,245 | 0.0% | 0.23% | +0.4% |
| Q4 2022 | $963,723 | +10.5% | 9,245 | +2.7% | 0.23% | +3.6% |
| Q3 2022 | $872,000 | -7.9% | 9,006 | -5.2% | 0.22% | -5.1% |
| Q2 2022 | $947,000 | +41.8% | 9,500 | +51.9% | 0.24% | +54.9% |
| Q1 2022 | $668,000 | +7.4% | 6,255 | +1.6% | 0.15% | +2.7% |
| Q4 2021 | $622,000 | -6.0% | 6,155 | -12.3% | 0.15% | -14.4% |
| Q3 2021 | $662,000 | -3.9% | 7,022 | -1.7% | 0.17% | -3.9% |
| Q2 2021 | $689,000 | -2.3% | 7,142 | -3.9% | 0.18% | -10.8% |
| Q1 2021 | $705,000 | +13.2% | 7,428 | +4.5% | 0.20% | +2.5% |
| Q4 2020 | $623,000 | +28.2% | 7,106 | +17.6% | 0.20% | +108.4% |
| Q3 2020 | $486,000 | -1.8% | 6,041 | -1.0% | 0.10% | -49.2% |
| Q2 2020 | $495,000 | -9.7% | 6,104 | -20.4% | 0.19% | -29.4% |
| Q1 2020 | $548,000 | -19.4% | 7,665 | +10.5% | 0.26% | -3.6% |
| Q4 2019 | $680,000 | -20.4% | 6,934 | -23.5% | 0.28% | -5.8% |
| Q3 2019 | $854,000 | +88.5% | 9,068 | +89.2% | 0.29% | +61.3% |
| Q2 2019 | $453,000 | +5.1% | 4,792 | +3.7% | 0.18% | 0.0% |
| Q1 2019 | $431,000 | +452.6% | 4,622 | +402.4% | 0.18% | +376.3% |
| Q4 2018 | $78,000 | – | 920 | – | 0.04% | – |
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% |