ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 510 filers reported holding ISHARES TR in Q2 2021. 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 | $416,287 | -26.3% | 4,209 | -24.9% | 0.04% | -22.0% |
| Q2 2023 | $564,980 | -10.5% | 5,606 | -9.8% | 0.05% | -19.4% |
| Q1 2023 | $631,498 | +41.3% | 6,212 | +26.9% | 0.06% | +24.0% |
| Q3 2022 | $447,000 | -4.3% | 4,894 | +5.3% | 0.05% | -3.8% |
| Q2 2022 | $467,000 | +4.9% | 4,646 | +11.6% | 0.05% | +20.9% |
| Q1 2022 | $445,000 | -1.1% | 4,162 | -6.4% | 0.04% | 0.0% |
| Q4 2021 | $450,000 | +3.9% | 4,445 | -3.3% | 0.04% | -6.5% |
| Q3 2021 | $433,000 | -2.3% | 4,597 | +0.2% | 0.05% | -2.1% |
| Q2 2021 | $443,000 | +1.4% | 4,587 | -0.3% | 0.05% | -9.6% |
| Q1 2021 | $437,000 | +2.3% | 4,601 | -5.5% | 0.05% | -3.7% |
| Q4 2020 | $427,000 | +12.1% | 4,867 | +2.7% | 0.05% | -3.6% |
| Q3 2020 | $381,000 | +17.6% | 4,737 | +18.5% | 0.06% | +7.7% |
| Q2 2020 | $324,000 | +14.9% | 3,998 | +1.3% | 0.05% | -3.7% |
| Q1 2020 | $282,000 | -35.8% | 3,945 | -11.9% | 0.05% | -23.9% |
| Q4 2019 | $439,000 | -7.4% | 4,476 | -11.0% | 0.07% | -15.5% |
| Q3 2019 | $474,000 | -7.2% | 5,032 | -7.4% | 0.08% | -8.7% |
| Q2 2019 | $511,000 | -47.7% | 5,433 | -6.5% | 0.09% | -22.7% |
| Q1 2019 | $977,000 | +62.0% | 5,813 | -18.5% | 0.12% | -7.8% |
| Q4 2018 | $603,000 | -97.2% | 7,136 | -99.6% | 0.13% | -52.6% |
| Q3 2018 | $21,598,000 | +77.4% | 1,868,478 | +81.2% | 0.27% | +98.5% |
| Q2 2018 | $12,177,000 | +1073.1% | 1,031,121 | +8089.3% | 0.14% | -30.8% |
| Q1 2018 | $1,038,000 | -24.7% | 12,591 | -16.9% | 0.20% | -23.6% |
| Q4 2017 | $1,378,000 | -26.2% | 15,152 | -29.8% | 0.26% | -33.1% |
| Q3 2017 | $1,867,000 | +12.5% | 21,598 | +7.1% | 0.39% | +4.0% |
| Q2 2017 | $1,660,000 | +13.0% | 20,164 | +15.1% | 0.37% | +2.5% |
| Q1 2017 | $1,469,000 | +75.5% | 17,522 | +73.2% | 0.36% | +35.4% |
| Q4 2016 | $837,000 | +29.6% | 10,117 | +25.9% | 0.27% | +12.1% |
| Q3 2016 | $646,000 | – | 8,038 | – | 0.24% | – |
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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% |