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 | ||||
---|---|---|---|---|---|---|
Q1 2020 | $211,000 | -61.4% | 2,945 | -47.1% | 0.10% | -58.5% |
Q4 2019 | $546,000 | +1.1% | 5,570 | -2.9% | 0.25% | -9.9% |
Q3 2019 | $540,000 | -74.6% | 5,739 | -74.5% | 0.27% | -76.8% |
Q2 2019 | $2,130,000 | -55.7% | 22,538 | -58.3% | 1.18% | -24.8% |
Q1 2019 | $4,808,000 | +114.9% | 54,067 | +104.0% | 1.56% | -2.4% |
Q4 2018 | $2,237,000 | – | 26,508 | – | 1.60% | – |
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% |