ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 510 filers reported holding ISHARES TR in Q2 2021. 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 | $8 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8 | -99.5% | 80 | -98.5% | 0.00% | -99.6% |
| Q1 2023 | $1,491 | +16466.7% | 5,191 | +5667.8% | 0.24% | +23900.0% |
| Q4 2022 | $9 | -99.9% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -10.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | +11.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | +80.0% | 90 | +80.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | – | 50 | – | 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% |