ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $10,625,334 | +210.0% | 101,918 | +171.2% | 2.23% | +212.2% |
| Q3 2022 | $3,427,000 | +6.5% | 37,583 | +17.3% | 0.72% | +27.5% |
| Q2 2022 | $3,218,000 | +457.7% | 32,044 | +493.0% | 0.56% | +560.0% |
| Q1 2022 | $577,000 | +13.4% | 5,404 | +7.1% | 0.08% | +44.1% |
| Q4 2021 | $509,000 | +12.6% | 5,045 | +5.4% | 0.06% | 0.0% |
| Q3 2021 | $452,000 | -2.0% | 4,786 | +0.1% | 0.06% | +5.4% |
| Q2 2021 | $461,000 | -8.5% | 4,780 | -10.0% | 0.06% | -22.2% |
| Q1 2021 | $504,000 | +8.4% | 5,309 | +0.1% | 0.07% | +9.1% |
| Q4 2020 | $465,000 | -3.7% | 5,302 | -11.7% | 0.07% | +450.0% |
| Q3 2020 | $483,000 | -7.8% | 6,004 | -6.8% | 0.01% | -87.6% |
| Q2 2020 | $524,000 | +0.6% | 6,443 | -11.4% | 0.10% | -14.2% |
| Q1 2020 | $521,000 | -56.7% | 7,275 | -40.7% | 0.11% | -50.4% |
| Q4 2019 | $1,204,000 | -5.9% | 12,271 | -9.8% | 0.23% | -22.2% |
| Q3 2019 | $1,279,000 | -2.3% | 13,598 | -1.7% | 0.29% | +19.6% |
| Q2 2019 | $1,309,000 | -15.1% | 13,830 | -16.5% | 0.24% | -26.6% |
| Q1 2019 | $1,542,000 | +20.0% | 16,569 | +9.1% | 0.33% | -12.8% |
| Q4 2018 | $1,285,000 | -9.1% | 15,184 | -1.7% | 0.38% | -80.1% |
| Q3 2018 | $1,414,000 | -6.3% | 15,450 | -12.2% | 1.93% | +78.9% |
| Q2 2018 | $1,509,000 | -5.8% | 17,588 | -7.2% | 1.08% | -11.6% |
| Q1 2018 | $1,602,000 | – | 18,961 | – | 1.22% | – |
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% |