ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 555 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $124,610 | -5.9% | 1,260 | -4.0% | 0.12% | +17.5% |
Q2 2023 | $132,379 | -1.8% | 1,313 | -1.1% | 0.10% | +10.8% |
Q1 2023 | $134,856 | -99.0% | 1,327 | -99.0% | 0.09% | -99.1% |
Q4 2022 | $13,711,599 | +12.5% | 131,539 | -1.5% | 10.29% | +8.2% |
Q3 2022 | $12,190,000 | -9.3% | 133,531 | -0.2% | 9.50% | -1.7% |
Q2 2022 | $13,443,000 | +9784.6% | 133,852 | +10398.2% | 9.66% | +8021.8% |
Q1 2022 | $136,000 | +6.2% | 1,275 | +0.6% | 0.12% | +15.5% |
Q4 2021 | $128,000 | +8.5% | 1,267 | +1.5% | 0.10% | +5.1% |
Q3 2021 | $118,000 | -1.7% | 1,248 | 0.0% | 0.10% | +8.9% |
Q2 2021 | $120,000 | +2.6% | 1,248 | +1.5% | 0.09% | -4.3% |
Q1 2021 | $117,000 | +8.3% | 1,230 | 0.0% | 0.09% | +11.9% |
Q4 2020 | $108,000 | -25.5% | 1,230 | -31.8% | 0.08% | -17.6% |
Q3 2020 | $145,000 | -0.7% | 1,804 | 0.0% | 0.10% | -1.9% |
Q2 2020 | $146,000 | +20.7% | 1,804 | 0.0% | 0.10% | -14.0% |
Q1 2020 | $121,000 | -31.6% | 1,804 | 0.0% | 0.12% | -11.7% |
Q4 2019 | $177,000 | +4.1% | 1,804 | 0.0% | 0.14% | +0.7% |
Q3 2019 | $170,000 | -100.0% | 1,804 | -77.2% | 0.14% | -85.4% |
Q3 2016 | $644,429,000 | -1.1% | 7,928 | 0.0% | 0.93% | -5.5% |
Q2 2016 | $651,327,000 | +17.6% | 7,928 | +11.7% | 0.99% | +1.3% |
Q1 2016 | $553,755,000 | +1.9% | 7,098 | 0.0% | 0.97% | +81.5% |
Q4 2015 | $543,675,000 | – | 7,098 | – | 0.54% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Titus Wealth Management | 147,392 | $13,929,000 | 13.74% |
Stratford Consulting, LLC | 389,378 | $36,796,000 | 12.99% |
FundX Investment Group, LLC | 278,232 | $26,293,000 | 10.87% |
Wolff Financial Management LLC | 144,770 | $13,681,000 | 10.53% |
Shamrock Asset Management LLC | 114,465 | $10,817,000 | 7.65% |
Forefront Analytics, LLC | 166,232 | $15,714,000 | 6.69% |
Bouchey Financial Group Ltd | 283,575 | $26,798,000 | 6.54% |
LBMC INVESTMENT ADVISORS, LLC | 408,268 | $38,581,000 | 5.84% |
Gunma Bank,Ltd. | 61,000 | $5,765,000 | 5.70% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 213,249 | $20,152,000 | 5.68% |