ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 513 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $774,985 | +130.8% | 7,623 | +136.7% | 0.04% | +110.0% |
| Q4 2022 | $335,745 | -58.3% | 3,221 | -63.5% | 0.02% | -63.0% |
| Q3 2022 | $806,000 | -31.2% | 8,821 | -24.4% | 0.05% | -30.8% |
| Q2 2022 | $1,171,000 | +696.6% | 11,661 | +746.8% | 0.08% | +766.7% |
| Q1 2022 | $147,000 | +14.8% | 1,377 | +9.2% | 0.01% | +12.5% |
| Q4 2021 | $128,000 | -14.7% | 1,261 | -20.8% | 0.01% | -20.0% |
| Q3 2021 | $150,000 | +20.0% | 1,592 | +23.2% | 0.01% | +11.1% |
| Q2 2021 | $125,000 | -17.2% | 1,292 | -18.8% | 0.01% | -30.8% |
| Q1 2021 | $151,000 | +6.3% | 1,592 | -1.5% | 0.01% | 0.0% |
| Q4 2020 | $142,000 | +29.1% | 1,617 | +17.8% | 0.01% | +85.7% |
| Q3 2020 | $110,000 | -0.9% | 1,373 | 0.0% | 0.01% | -50.0% |
| Q2 2020 | $111,000 | -8.3% | 1,373 | +11.4% | 0.01% | -6.7% |
| Q4 2019 | $121,000 | +19.8% | 1,233 | +15.9% | 0.02% | -25.0% |
| Q2 2019 | $101,000 | -16.5% | 1,064 | -20.5% | 0.02% | +5.3% |
| Q3 2018 | $121,000 | – | 1,338 | – | 0.02% | – |
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% |