ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 469 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.76 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $622,000 | +7.6% | 6,446 | +5.8% | 0.20% | -4.3% |
Q1 2021 | $578,000 | +13.3% | 6,091 | +4.7% | 0.21% | +1.0% |
Q4 2020 | $510,000 | +20.6% | 5,818 | +10.7% | 0.21% | -6.7% |
Q3 2020 | $423,000 | +2.4% | 5,258 | +3.3% | 0.22% | -4.7% |
Q2 2020 | $413,000 | +12.2% | 5,089 | -1.0% | 0.23% | +5.4% |
Q1 2020 | $368,000 | -16.6% | 5,142 | +14.5% | 0.22% | -6.3% |
Q4 2019 | $441,000 | +5.3% | 4,492 | +0.9% | 0.24% | -3.7% |
Q3 2019 | $419,000 | +1.9% | 4,452 | +2.4% | 0.25% | +0.8% |
Q2 2019 | $411,000 | +2.8% | 4,347 | +1.5% | 0.24% | -3.2% |
Q1 2019 | $400,000 | +20.1% | 4,284 | +8.6% | 0.25% | +10.0% |
Q4 2018 | $333,000 | – | 3,945 | – | 0.23% | – |
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% |