ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 691 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $338,897 | -1.9% | 3,427 | 0.0% | 0.09% | +1.1% |
Q2 2023 | $345,408 | -0.9% | 3,427 | 0.0% | 0.09% | +6.0% |
Q1 2023 | $348,389 | -2.5% | 3,427 | 0.0% | 0.08% | -2.4% |
Q4 2022 | $357,230 | -95.7% | 3,427 | -89.8% | 0.08% | -96.4% |
Q3 2022 | $8,349,000 | +2193.7% | 33,627 | +827.1% | 2.38% | +1951.7% |
Q2 2022 | $364,000 | -2.2% | 3,627 | +4.2% | 0.12% | +16.0% |
Q1 2022 | $372,000 | -0.5% | 3,480 | -5.9% | 0.10% | +1.0% |
Q4 2021 | $374,000 | +3.0% | 3,700 | -3.9% | 0.10% | -8.3% |
Q3 2021 | $363,000 | -2.4% | 3,850 | 0.0% | 0.11% | -2.7% |
Q2 2021 | $372,000 | -1.1% | 3,850 | -2.8% | 0.11% | -5.1% |
Q1 2021 | $376,000 | -11.9% | 3,959 | -18.7% | 0.12% | -17.0% |
Q4 2020 | $427,000 | +40.0% | 4,867 | +28.3% | 0.14% | +43.9% |
Q3 2020 | $305,000 | +0.7% | 3,792 | +1.6% | 0.10% | +46.3% |
Q2 2020 | $303,000 | +3.1% | 3,733 | -9.3% | 0.07% | -24.7% |
Q1 2020 | $294,000 | -15.5% | 4,115 | +15.9% | 0.09% | -41.4% |
Q4 2019 | $348,000 | +7.1% | 3,552 | +2.9% | 0.15% | -6.7% |
Q3 2019 | $325,000 | -0.3% | 3,452 | 0.0% | 0.16% | -3.6% |
Q2 2019 | $326,000 | -28.7% | 3,452 | -29.6% | 0.17% | -29.6% |
Q1 2019 | $457,000 | +26.6% | 4,902 | +23.1% | 0.24% | +31.9% |
Q4 2018 | $361,000 | 0.0% | 3,982 | 0.0% | 0.18% | 0.0% |
Q3 2018 | $361,000 | +28.5% | 3,982 | +20.6% | 0.18% | +19.7% |
Q2 2018 | $281,000 | +0.7% | 3,302 | 0.0% | 0.15% | -5.6% |
Q1 2018 | $279,000 | -19.4% | 3,302 | -13.9% | 0.16% | -19.9% |
Q4 2017 | $346,000 | +4.8% | 3,837 | 0.0% | 0.20% | 0.0% |
Q3 2017 | $330,000 | +12.2% | 3,837 | +8.5% | 0.20% | +6.9% |
Q2 2017 | $294,000 | -1.0% | 3,537 | 0.0% | 0.19% | -6.0% |
Q1 2017 | $297,000 | -16.3% | 3,537 | -18.1% | 0.20% | -16.0% |
Q4 2016 | $355,000 | – | 4,317 | – | 0.24% | – |
Download |
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% |