ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 386 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $330,000 | -51.3% | 3,286 | -48.1% | 0.25% | +61.0% |
| Q1 2022 | $677,000 | +5.9% | 6,331 | 0.0% | 0.15% | +14.1% |
| Q4 2021 | $639,000 | -7.5% | 6,331 | -13.6% | 0.14% | -13.5% |
| Q3 2021 | $691,000 | -1.3% | 7,331 | +1.0% | 0.16% | -1.9% |
| Q2 2021 | $700,000 | +4.0% | 7,255 | +2.3% | 0.16% | -4.8% |
| Q1 2021 | $673,000 | +17.9% | 7,095 | +9.0% | 0.17% | +59.0% |
| Q4 2020 | $571,000 | +0.4% | 6,507 | -8.0% | 0.10% | -12.5% |
| Q3 2020 | $569,000 | -12.5% | 7,073 | -11.7% | 0.12% | -14.9% |
| Q2 2020 | $650,000 | +24.8% | 8,009 | +10.1% | 0.14% | +4.4% |
| Q1 2020 | $521,000 | -24.7% | 7,277 | +3.1% | 0.14% | -8.8% |
| Q4 2019 | $692,000 | -84.0% | 7,061 | -84.7% | 0.15% | -80.7% |
| Q3 2019 | $4,334,000 | +5.7% | 46,028 | -3.7% | 0.77% | -17.9% |
| Q2 2019 | $4,102,000 | -9.6% | 47,819 | -1.7% | 0.94% | +8.5% |
| Q1 2019 | $4,539,000 | +9.5% | 48,654 | -1.0% | 0.86% | -3.5% |
| Q4 2018 | $4,146,000 | -8.4% | 49,140 | -0.8% | 0.89% | -1.4% |
| Q3 2018 | $4,524,000 | +6.4% | 49,544 | -0.1% | 0.91% | -1.4% |
| Q2 2018 | $4,252,000 | +3.0% | 49,574 | +1.5% | 0.92% | +0.1% |
| Q1 2018 | $4,128,000 | +16.1% | 48,859 | +39948.4% | 0.92% | +9.5% |
| Q4 2017 | $3,556,000 | – | 122 | – | 0.84% | – |
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% |