ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 513 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $34,000 | -2.9% | 330 | 0.0% | 0.02% | +25.0% |
| Q1 2022 | $35,000 | -36.4% | 330 | -43.1% | 0.02% | -20.0% |
| Q3 2021 | $55,000 | -15.4% | 580 | -13.4% | 0.02% | -16.7% |
| Q2 2021 | $65,000 | +1.6% | 670 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $64,000 | +8.5% | 670 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $59,000 | -3.3% | 670 | -11.8% | 0.02% | -21.9% |
| Q3 2020 | $61,000 | -83.8% | 760 | -83.7% | 0.03% | -84.8% |
| Q2 2020 | $377,000 | +262.5% | 4,650 | +219.8% | 0.21% | +63.6% |
| Q1 2020 | $104,000 | -97.4% | 1,454 | -96.5% | 0.13% | -93.9% |
| Q4 2019 | $4,025,000 | +144.2% | 41,101 | +134.5% | 2.12% | +93.6% |
| Q3 2019 | $1,648,000 | +4.2% | 17,529 | +4.5% | 1.10% | +4.0% |
| Q2 2019 | $1,581,000 | +156.7% | 16,778 | +154.1% | 1.06% | +139.2% |
| Q1 2019 | $616,000 | +107.4% | 6,604 | +86.0% | 0.44% | +90.9% |
| Q4 2018 | $297,000 | +3.1% | 3,550 | +10.9% | 0.23% | +20.3% |
| Q3 2018 | $288,000 | +6.7% | 3,200 | -0.9% | 0.19% | -1.5% |
| Q2 2018 | $270,000 | +31.1% | 3,230 | +30.8% | 0.20% | +29.1% |
| Q1 2018 | $206,000 | – | 2,470 | – | 0.15% | – |
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% |