ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,803,617 | -5.7% | 18,239 | -3.8% | 0.12% | 0.0% |
Q2 2023 | $1,911,931 | -6.3% | 18,969 | -5.5% | 0.12% | -11.4% |
Q1 2023 | $2,039,663 | -2.5% | 20,064 | -0.1% | 0.13% | -10.8% |
Q4 2022 | $2,092,909 | +117943.4% | 20,078 | +3.4% | 0.15% | +6.5% |
Q3 2022 | $1,773 | +10.5% | 19,426 | +21.6% | 0.14% | +9.4% |
Q2 2022 | $1,605 | +10.5% | 15,978 | +17.5% | 0.13% | +29.6% |
Q1 2022 | $1,453 | +117.8% | 13,595 | +105.8% | 0.10% | +88.5% |
Q4 2021 | $667 | +37.0% | 6,607 | +28.0% | 0.05% | +8.3% |
Q3 2021 | $487 | +22.1% | 5,163 | +24.8% | 0.05% | +2.1% |
Q2 2021 | $399 | +17.7% | 4,137 | +15.7% | 0.05% | -11.3% |
Q1 2021 | $339 | +47.4% | 3,576 | +36.3% | 0.05% | +15.2% |
Q4 2020 | $230 | – | 2,624 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Titus Wealth Management | 147,392 | $13,929,000 | 13.74% |
Stratford Consulting, LLC | 389,378 | $36,796,000 | 12.99% |
FundX Investment Group, LLC | 278,232 | $26,293,000 | 10.87% |
Wolff Financial Management LLC | 144,770 | $13,681,000 | 10.53% |
Shamrock Asset Management LLC | 114,465 | $10,817,000 | 7.65% |
Forefront Analytics, LLC | 166,232 | $15,714,000 | 6.69% |
Bouchey Financial Group Ltd | 283,575 | $26,798,000 | 6.54% |
LBMC INVESTMENT ADVISORS, LLC | 408,268 | $38,581,000 | 5.84% |
Gunma Bank,Ltd. | 61,000 | $5,765,000 | 5.70% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 213,249 | $20,152,000 | 5.68% |