ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 498 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $6 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $6 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $6 | -99.9% | 60 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $5,000 | -58.3% | 60 | -50.4% | 0.00% | -66.7% |
Q2 2022 | $12,000 | +20.0% | 121 | +30.1% | 0.00% | +50.0% |
Q1 2022 | $10,000 | -56.5% | 93 | -60.9% | 0.00% | -60.0% |
Q2 2021 | $23,000 | 0.0% | 238 | 0.0% | 0.01% | -16.7% |
Q1 2021 | $23,000 | +9.5% | 238 | 0.0% | 0.01% | +20.0% |
Q4 2020 | $21,000 | +10.5% | 238 | 0.0% | 0.01% | -16.7% |
Q3 2020 | $19,000 | 0.0% | 238 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $19,000 | +11.8% | 238 | 0.0% | 0.01% | +20.0% |
Q1 2020 | $17,000 | -26.1% | 238 | 0.0% | 0.01% | -16.7% |
Q4 2019 | $23,000 | +4.5% | 238 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $22,000 | 0.0% | 238 | 0.0% | 0.01% | -14.3% |
Q2 2019 | $22,000 | +10.0% | 238 | 0.0% | 0.01% | -12.5% |
Q4 2018 | $20,000 | -9.1% | 238 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $22,000 | +10.0% | 238 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $20,000 | 0.0% | 238 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $20,000 | -4.8% | 238 | 0.0% | 0.01% | -11.1% |
Q4 2017 | $21,000 | +5.0% | 238 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $20,000 | 0.0% | 238 | 0.0% | 0.01% | -10.0% |
Q2 2017 | $20,000 | 0.0% | 238 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $20,000 | 0.0% | 238 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $20,000 | -31.0% | 238 | -33.5% | 0.01% | -37.5% |
Q3 2016 | $29,000 | 0.0% | 358 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $29,000 | +3.6% | 358 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $28,000 | +7.7% | 358 | 0.0% | 0.02% | 0.0% |
Q4 2015 | $26,000 | +4.0% | 358 | 0.0% | 0.02% | +6.7% |
Q3 2015 | $25,000 | – | 358 | – | 0.02% | – |
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% |