ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,770 | -1.9% | 493 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $49,707 | -0.9% | 493 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $50,136 | -2.5% | 493 | 0.0% | 0.02% | -9.1% |
| Q4 2022 | $51,408 | +14.2% | 493 | 0.0% | 0.02% | -15.4% |
| Q3 2022 | $45,000 | -55.4% | 493 | -50.8% | 0.03% | -58.1% |
| Q2 2022 | $101,000 | +90.6% | 1,003 | +103.4% | 0.06% | +106.7% |
| Q1 2022 | $53,000 | +6.0% | 493 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $50,000 | +8.7% | 493 | 0.0% | 0.03% | -3.2% |
| Q3 2021 | $46,000 | -4.2% | 493 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $48,000 | +2.1% | 493 | 0.0% | 0.03% | -22.0% |
| Q1 2021 | $47,000 | +9.3% | 493 | 0.0% | 0.04% | +7.9% |
| Q4 2020 | $43,000 | +7.5% | 493 | 0.0% | 0.04% | +2.7% |
| Q3 2020 | $40,000 | -74.7% | 493 | -74.7% | 0.04% | -73.4% |
| Q2 2020 | $158,000 | -91.5% | 1,949 | -92.5% | 0.14% | -90.2% |
| Q1 2020 | $1,869,000 | -21.7% | 26,120 | +7.3% | 1.42% | +3.8% |
| Q4 2019 | $2,388,000 | – | 24,347 | – | 1.37% | – |
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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% |