ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 458 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,002,151 | -27.0% | 10,134 | -25.6% | 0.00% | – |
| Q2 2023 | $1,373,163 | +36.5% | 13,624 | +37.6% | 0.00% | – |
| Q1 2023 | $1,006,230 | +2.2% | 9,898 | +4.8% | 0.00% | – |
| Q4 2022 | $984,339 | +81.3% | 9,443 | +58.7% | 0.00% | – |
| Q3 2022 | $543,000 | -8.3% | 5,950 | +0.9% | 0.00% | – |
| Q2 2022 | $592,000 | -15.4% | 5,895 | -10.0% | 0.00% | – |
| Q1 2022 | $700,000 | -0.3% | 6,548 | -5.8% | 0.00% | – |
| Q4 2021 | $702,000 | -0.1% | 6,950 | -6.8% | 0.00% | – |
| Q3 2021 | $703,000 | +88.5% | 7,455 | +92.9% | 0.00% | – |
| Q2 2021 | $373,000 | +9.7% | 3,865 | +7.8% | 0.00% | – |
| Q1 2021 | $340,000 | -6.3% | 3,586 | -13.3% | 0.00% | – |
| Q4 2020 | $363,000 | -13.4% | 4,135 | -20.5% | 0.00% | – |
| Q3 2020 | $419,000 | -21.7% | 5,204 | -21.0% | 0.00% | – |
| Q2 2020 | $535,000 | +30.8% | 6,591 | +15.2% | 0.00% | – |
| Q1 2020 | $409,000 | +5.7% | 5,720 | +45.0% | 0.00% | – |
| Q4 2019 | $387,000 | +4.3% | 3,945 | 0.0% | 0.00% | – |
| Q3 2019 | $371,000 | -8.2% | 3,945 | -8.9% | 0.00% | – |
| Q1 2019 | $404,000 | +62.9% | 4,329 | +57.4% | 0.00% | – |
| Q4 2017 | $248,000 | -20.0% | 2,750 | -23.8% | 0.00% | – |
| Q3 2017 | $310,000 | +20.6% | 3,610 | +16.8% | 0.00% | – |
| Q2 2017 | $257,000 | +8.9% | 3,092 | +10.1% | 0.00% | – |
| Q1 2017 | $236,000 | -46.7% | 2,809 | -47.8% | 0.00% | – |
| Q4 2016 | $443,000 | -33.5% | 5,384 | -34.3% | 0.00% | – |
| Q3 2016 | $666,000 | -3.2% | 8,192 | -2.1% | 0.00% | – |
| Q2 2016 | $688,000 | -18.5% | 8,369 | -22.6% | 0.00% | – |
| Q1 2016 | $844,000 | -12.7% | 10,819 | -17.9% | 0.00% | – |
| Q4 2015 | $967,000 | +4.0% | 13,173 | -1.4% | 0.00% | – |
| Q3 2015 | $930,000 | +28.3% | 13,362 | +35.6% | 0.00% | – |
| Q2 2015 | $725,000 | -9.7% | 9,852 | -8.0% | 0.00% | – |
| Q1 2015 | $803,000 | +19.3% | 10,708 | +21.7% | 0.00% | – |
| Q4 2014 | $673,000 | +152.1% | 8,797 | +148.2% | 0.00% | – |
| Q3 2014 | $267,000 | -56.8% | 3,545 | -56.8% | 0.00% | – |
| Q2 2014 | $618,000 | +198.6% | 8,197 | +182.7% | 0.00% | – |
| Q1 2014 | $207,000 | -33.4% | 2,900 | -34.5% | 0.00% | – |
| Q4 2013 | $311,000 | +21.0% | 4,427 | +14.3% | 0.00% | – |
| Q2 2013 | $257,000 | – | 3,872 | – | 0.00% | – |
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% |