ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 458 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $673,361 | +9.4% | 6,809 | +11.5% | 0.05% | +12.2% |
| Q2 2023 | $615,422 | +31.2% | 6,106 | +32.4% | 0.04% | +20.6% |
| Q1 2023 | $468,953 | -31.6% | 4,613 | -29.9% | 0.03% | -35.8% |
| Q4 2022 | $685,577 | -32.3% | 6,577 | -40.8% | 0.05% | -36.9% |
| Q3 2022 | $1,013,000 | -17.1% | 11,101 | -8.8% | 0.08% | -17.6% |
| Q2 2022 | $1,222,000 | +431.3% | 12,168 | +327.4% | 0.10% | +218.8% |
| Q3 2020 | $230,000 | -91.1% | 2,847 | -91.1% | 0.03% | -91.4% |
| Q2 2020 | $2,586,000 | +102.0% | 31,869 | +78.1% | 0.37% | +10.4% |
| Q1 2020 | $1,280,000 | +28.6% | 17,896 | +51.7% | 0.34% | -7.9% |
| Q4 2018 | $995,000 | +25.8% | 11,797 | +33.9% | 0.36% | +18.9% |
| Q3 2018 | $791,000 | – | 8,812 | – | 0.31% | – |
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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% |