ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 458 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,120 | -48.8% | 72 | -47.8% | 0.00% | -50.0% |
| Q2 2023 | $13,909 | -0.9% | 138 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $14,029 | -2.5% | 138 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $14,385 | -96.6% | 138 | -97.1% | 0.01% | -96.9% |
| Q3 2022 | $428,000 | -12.7% | 4,685 | -4.0% | 0.16% | -6.9% |
| Q2 2022 | $490,000 | -7.0% | 4,879 | -1.1% | 0.18% | +4.2% |
| Q1 2022 | $527,000 | -25.1% | 4,934 | -29.2% | 0.17% | -23.6% |
| Q4 2021 | $704,000 | -13.2% | 6,971 | -18.9% | 0.22% | -18.8% |
| Q3 2021 | $811,000 | -3.5% | 8,599 | -1.2% | 0.27% | +0.7% |
| Q2 2021 | $840,000 | -6.5% | 8,705 | -8.0% | 0.27% | -14.3% |
| Q1 2021 | $898,000 | +9.9% | 9,464 | +1.6% | 0.31% | +0.6% |
| Q4 2020 | $817,000 | +4.3% | 9,319 | -4.2% | 0.31% | -2.8% |
| Q3 2020 | $783,000 | +5.2% | 9,729 | +6.1% | 0.32% | -7.2% |
| Q2 2020 | $744,000 | +13.9% | 9,173 | +0.5% | 0.35% | -2.3% |
| Q1 2020 | $653,000 | -24.8% | 9,129 | +3.1% | 0.35% | -5.9% |
| Q4 2019 | $868,000 | -8.6% | 8,852 | -12.3% | 0.38% | -16.8% |
| Q3 2019 | $950,000 | -1.0% | 10,092 | -0.6% | 0.45% | -1.3% |
| Q2 2019 | $960,000 | +6.4% | 10,158 | +5.1% | 0.46% | +0.9% |
| Q1 2019 | $902,000 | +23.9% | 9,666 | +12.0% | 0.45% | +7.8% |
| Q4 2018 | $728,000 | – | 8,627 | – | 0.42% | – |
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% |