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 2021 | $558,000 | -2.3% | 5,920 | +0.1% | 0.04% | -2.6% |
| Q2 2021 | $571,000 | +14.7% | 5,917 | +12.6% | 0.04% | +5.6% |
| Q1 2021 | $498,000 | -6.7% | 5,253 | -13.7% | 0.04% | -12.2% |
| Q4 2020 | $534,000 | -9.6% | 6,090 | -13.5% | 0.04% | -21.2% |
| Q3 2020 | $591,000 | -35.8% | 7,038 | -37.9% | 0.05% | -41.6% |
| Q2 2020 | $920,000 | -6.4% | 11,340 | -17.5% | 0.09% | -21.2% |
| Q1 2020 | $983,000 | -39.2% | 13,745 | -16.6% | 0.11% | -25.2% |
| Q4 2019 | $1,616,000 | -1.6% | 16,482 | -5.5% | 0.15% | -13.7% |
| Q3 2019 | $1,642,000 | -0.4% | 17,434 | -0.1% | 0.18% | +1.7% |
| Q2 2019 | $1,648,000 | -8.7% | 17,443 | -9.8% | 0.17% | -12.7% |
| Q1 2019 | $1,805,000 | +3.5% | 19,345 | -6.4% | 0.20% | -8.8% |
| Q4 2018 | $1,744,000 | – | 20,665 | – | 0.22% | – |
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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% |