ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 498 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $924,746 | +8.7% | 9,351 | +10.8% | 0.67% | +12.7% |
| Q2 2023 | $850,996 | -10.2% | 8,443 | -9.4% | 0.59% | -16.3% |
| Q1 2023 | $947,460 | -7.0% | 9,320 | -4.6% | 0.71% | -15.1% |
| Q4 2022 | $1,018,814 | +14.3% | 9,774 | +0.2% | 0.83% | +1.3% |
| Q3 2022 | $891,000 | -6.2% | 9,756 | +3.1% | 0.82% | -13.1% |
| Q2 2022 | $950,000 | -2.6% | 9,462 | +3.7% | 0.95% | +20.4% |
| Q1 2022 | $975,000 | -28.9% | 9,125 | -32.8% | 0.79% | -24.1% |
| Q4 2021 | $1,372,000 | +8.2% | 13,588 | +1.0% | 1.04% | +2.5% |
| Q3 2021 | $1,268,000 | -2.2% | 13,452 | +0.2% | 1.01% | 0.0% |
| Q2 2021 | $1,296,000 | +1.9% | 13,425 | +0.2% | 1.01% | -4.4% |
| Q1 2021 | $1,272,000 | +8.3% | 13,402 | +0.1% | 1.06% | -2.8% |
| Q4 2020 | $1,174,000 | +27.3% | 13,391 | +16.9% | 1.09% | +10.4% |
| Q3 2020 | $922,000 | +3.6% | 11,456 | +4.5% | 0.98% | -3.5% |
| Q2 2020 | $890,000 | +2.7% | 10,961 | -9.6% | 1.02% | -14.8% |
| Q1 2020 | $867,000 | -29.6% | 12,121 | -3.4% | 1.20% | -5.0% |
| Q4 2019 | $1,231,000 | – | 12,549 | – | 1.26% | – |
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% |