ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 378 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $399,713 | -1.8% | 4,042 | +0.0% | 0.09% | +17.3% |
Q2 2023 | $407,192 | -0.9% | 4,040 | 0.0% | 0.08% | -7.4% |
Q1 2023 | $410,706 | -2.5% | 4,040 | 0.0% | 0.08% | -8.0% |
Q4 2022 | $421,130 | +14.1% | 4,040 | 0.0% | 0.09% | +12.8% |
Q3 2022 | $369,000 | -9.1% | 4,040 | 0.0% | 0.08% | -3.7% |
Q2 2022 | $406,000 | -7.1% | 4,040 | -1.1% | 0.08% | +14.1% |
Q1 2022 | $437,000 | +5.8% | 4,087 | 0.0% | 0.07% | +10.9% |
Q4 2021 | $413,000 | +7.3% | 4,087 | +0.1% | 0.06% | 0.0% |
Q3 2021 | $385,000 | -2.3% | 4,082 | 0.0% | 0.06% | -5.9% |
Q2 2021 | $394,000 | +1.8% | 4,082 | 0.0% | 0.07% | -11.7% |
Q1 2021 | $387,000 | +0.3% | 4,082 | -7.4% | 0.08% | -4.9% |
Q4 2020 | $386,000 | +8.7% | 4,407 | 0.0% | 0.08% | 0.0% |
Q3 2020 | $355,000 | -0.3% | 4,407 | +0.2% | 0.08% | -3.6% |
Q2 2020 | $356,000 | +11.9% | 4,397 | -1.1% | 0.08% | -7.7% |
Q1 2020 | $318,000 | -42.6% | 4,445 | -21.3% | 0.09% | -32.1% |
Q4 2019 | $554,000 | +21.0% | 5,645 | +16.2% | 0.13% | -11.8% |
Q3 2019 | $458,000 | -27.1% | 4,860 | -26.9% | 0.15% | -15.1% |
Q2 2019 | $628,000 | -12.5% | 6,645 | -13.6% | 0.18% | -13.1% |
Q1 2019 | $718,000 | -14.6% | 7,695 | -22.8% | 0.21% | -24.3% |
Q4 2018 | $841,000 | -13.0% | 9,970 | -8.6% | 0.27% | -13.7% |
Q3 2018 | $967,000 | +2.5% | 10,910 | -1.6% | 0.32% | +1.9% |
Q2 2018 | $943,000 | -10.8% | 11,090 | -11.4% | 0.31% | -15.8% |
Q1 2018 | $1,057,000 | -9.2% | 12,515 | -3.1% | 0.37% | -9.8% |
Q4 2017 | $1,164,000 | +4.2% | 12,915 | -0.7% | 0.41% | -13.4% |
Q3 2017 | $1,117,000 | -3.4% | 13,000 | -6.5% | 0.47% | -17.7% |
Q2 2017 | $1,156,000 | -7.5% | 13,905 | -6.7% | 0.57% | -10.8% |
Q1 2017 | $1,250,000 | -14.4% | 14,900 | -16.1% | 0.64% | -17.0% |
Q4 2016 | $1,460,000 | – | 17,750 | – | 0.77% | – |
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% |