ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 558 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $284,251 | -1.4% | 2,615 | 0.0% | 0.02% | +9.5% |
| Q1 2024 | $288,199 | -83.5% | 2,615 | -84.7% | 0.02% | -82.5% |
| Q4 2023 | $1,748,517 | +576.2% | 17,144 | +555.6% | 0.12% | +421.7% |
| Q3 2023 | $258,597 | -1.9% | 2,615 | 0.0% | 0.02% | +4.5% |
| Q2 2023 | $263,566 | -0.9% | 2,615 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $265,841 | -93.2% | 2,615 | -93.0% | 0.02% | -92.6% |
| Q4 2022 | $3,908,688 | +1668.6% | 37,497 | +1448.8% | 0.31% | +1243.5% |
| Q3 2022 | $221,000 | -9.1% | 2,421 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $243,000 | -6.2% | 2,421 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $259,000 | -65.4% | 2,421 | -67.4% | 0.02% | -65.2% |
| Q4 2021 | $748,000 | +228.1% | 7,416 | +206.3% | 0.07% | +187.0% |
| Q3 2021 | $228,000 | -2.6% | 2,421 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $234,000 | +1.7% | 2,421 | 0.0% | 0.02% | -11.5% |
| Q1 2021 | $230,000 | +8.5% | 2,421 | 0.0% | 0.03% | -3.7% |
| Q4 2020 | $212,000 | +8.7% | 2,421 | 0.0% | 0.03% | -3.6% |
| Q3 2020 | $195,000 | -0.5% | 2,421 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $196,000 | +13.3% | 2,421 | 0.0% | 0.03% | -6.7% |
| Q1 2020 | $173,000 | -27.0% | 2,421 | 0.0% | 0.03% | -11.8% |
| Q4 2019 | $237,000 | +3.9% | 2,421 | 0.0% | 0.03% | +3.0% |
| Q3 2019 | $228,000 | -0.4% | 2,421 | 0.0% | 0.03% | -2.9% |
| Q2 2019 | $229,000 | +1.3% | 2,421 | 0.0% | 0.03% | -8.1% |
| Q1 2019 | $226,000 | +10.8% | 2,421 | 0.0% | 0.04% | -75.2% |
| Q4 2018 | $204,000 | – | 2,421 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 173,488 | $16,336,000 | 14.96% |
| Stratford Consulting, LLC | 383,160 | $36,078,000 | 12.35% |
| Wolff Financial Management LLC | 149,025 | $14,032,000 | 10.24% |
| Shamrock Asset Management LLC | 107,050 | $10,080,000 | 7.85% |
| Forefront Analytics, LLC | 179,504 | $16,899,000 | 6.96% |
| Bouchey Financial Group Ltd | 283,019 | $26,649,000 | 6.37% |
| LBMC INVESTMENT ADVISORS, LLC | 410,238 | $38,628,000 | 5.86% |
| WealthOne, LLC | 85,024 | $8,006,000 | 5.73% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 215,196 | $20,263,000 | 5.53% |
| Gunma Bank,Ltd. | 61,000 | $5,744,000 | 5.46% |