ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,275,775 | -2.3% | 12,901 | -0.4% | 0.11% | -1.9% |
Q2 2023 | $1,305,227 | -0.8% | 12,950 | +0.1% | 0.11% | -12.9% |
Q1 2023 | $1,315,591 | -3.5% | 12,941 | -1.1% | 0.12% | -11.4% |
Q4 2022 | $1,363,516 | +14.1% | 13,081 | -0.1% | 0.14% | +0.7% |
Q3 2022 | $1,195,000 | -65.1% | 13,088 | -61.6% | 0.14% | -63.8% |
Q2 2022 | $3,423,000 | +152.8% | 34,080 | +169.1% | 0.38% | +195.4% |
Q1 2022 | $1,354,000 | -3.5% | 12,665 | -8.8% | 0.13% | -2.3% |
Q4 2021 | $1,403,000 | -71.6% | 13,891 | -72.9% | 0.13% | -75.0% |
Q3 2021 | $4,947,000 | 0.0% | 51,248 | 0.0% | 0.53% | +0.2% |
Q2 2021 | $4,947,000 | +0.7% | 51,248 | -1.0% | 0.53% | -4.8% |
Q1 2021 | $4,912,000 | -10.5% | 51,763 | -17.3% | 0.56% | -17.9% |
Q4 2020 | $5,488,000 | +295.1% | 62,599 | +262.5% | 0.68% | +261.7% |
Q3 2020 | $1,389,000 | +6.9% | 17,271 | +7.8% | 0.19% | -1.6% |
Q2 2020 | $1,299,000 | +13.9% | 16,016 | +0.6% | 0.19% | -16.2% |
Q1 2020 | $1,140,000 | -26.3% | 15,927 | +1.0% | 0.23% | -15.9% |
Q4 2019 | $1,546,000 | +3.9% | 15,762 | -0.3% | 0.27% | -7.2% |
Q3 2019 | $1,488,000 | -0.7% | 15,803 | -0.4% | 0.29% | -6.1% |
Q2 2019 | $1,498,000 | 0.0% | 15,861 | -1.2% | 0.31% | +1.0% |
Q1 2019 | $1,498,000 | +3.2% | 16,058 | -6.7% | 0.31% | -12.7% |
Q4 2018 | $1,452,000 | -16.3% | 17,218 | -9.6% | 0.35% | +9.6% |
Q3 2018 | $1,734,000 | -52.4% | 19,044 | -55.6% | 0.32% | -55.8% |
Q2 2018 | $3,643,000 | +7.9% | 42,868 | +5.4% | 0.73% | -27.3% |
Q1 2018 | $3,375,000 | +74.1% | 40,683 | +91.0% | 1.00% | +80.1% |
Q4 2017 | $1,939,000 | +4.9% | 21,297 | -0.3% | 0.56% | -7.2% |
Q3 2017 | $1,849,000 | +3.7% | 21,366 | -1.1% | 0.60% | -3.1% |
Q2 2017 | $1,783,000 | +11.2% | 21,600 | +12.9% | 0.62% | +1.0% |
Q1 2017 | $1,604,000 | +4.8% | 19,139 | +3.0% | 0.61% | -7.3% |
Q4 2016 | $1,531,000 | – | 18,575 | – | 0.66% | – |
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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% |