ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 492 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $348,166 | -1.4% | 3,203 | 0.0% | 0.12% | -3.2% |
| Q1 2024 | $353,003 | +8.1% | 3,203 | 0.0% | 0.12% | -3.1% |
| Q4 2023 | $326,674 | +9.0% | 3,203 | +5.7% | 0.13% | -3.0% |
| Q3 2023 | $299,637 | -1.9% | 3,030 | 0.0% | 0.13% | +1.5% |
| Q2 2023 | $305,394 | -0.9% | 3,030 | 0.0% | 0.13% | -9.7% |
| Q1 2023 | $308,030 | -2.5% | 3,030 | 0.0% | 0.14% | -7.7% |
| Q4 2022 | $315,847 | +8.5% | 3,030 | -4.8% | 0.16% | -4.3% |
| Q3 2022 | $291,000 | -6.7% | 3,184 | +2.6% | 0.16% | -0.6% |
| Q2 2022 | $312,000 | -3.7% | 3,102 | +2.4% | 0.16% | +5.1% |
| Q1 2022 | $324,000 | +31.7% | 3,030 | +24.5% | 0.16% | +36.8% |
| Q4 2021 | $246,000 | +237.0% | 2,433 | +211.9% | 0.11% | +86.9% |
| Q3 2019 | $73,000 | – | 780 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 173,488 | $16,336,000 | 14.96% |
| Stratford Consulting, LLC | 383,160 | $36,078,000 | 12.35% |
| Wolff Financial Management LLC | 149,025 | $14,032,000 | 10.24% |
| Shamrock Asset Management LLC | 107,050 | $10,080,000 | 7.85% |
| Forefront Analytics, LLC | 179,504 | $16,899,000 | 6.96% |
| Bouchey Financial Group Ltd | 283,019 | $26,649,000 | 6.37% |
| LBMC INVESTMENT ADVISORS, LLC | 410,238 | $38,628,000 | 5.86% |
| WealthOne, LLC | 85,024 | $8,006,000 | 5.73% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 215,196 | $20,263,000 | 5.53% |
| Gunma Bank,Ltd. | 61,000 | $5,744,000 | 5.46% |