ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 484 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,153,354 | -1.9% | 11,663 | 0.0% | 0.27% | 0.0% |
| Q2 2023 | $1,175,514 | -0.9% | 11,663 | 0.0% | 0.27% | -5.2% |
| Q1 2023 | $1,185,661 | -53.4% | 11,663 | -52.2% | 0.29% | -53.0% |
| Q4 2022 | $2,542,305 | -76.6% | 24,389 | -77.6% | 0.61% | -77.3% |
| Q3 2022 | $10,858,000 | +0.8% | 109,118 | +0.5% | 2.70% | +2.8% |
| Q2 2022 | $10,776,000 | +5724.9% | 108,528 | +5457.0% | 2.62% | +4761.1% |
| Q2 2019 | $185,000 | -35.8% | 1,953 | -42.7% | 0.05% | -50.5% |
| Q4 2018 | $288,000 | – | 3,411 | – | 0.11% | – |
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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% |