ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 297 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $871,715 | -9.0% | 8,815 | -7.3% | 0.02% | -5.3% |
| Q2 2023 | $958,110 | -21.1% | 9,506 | -20.4% | 0.02% | -26.9% |
| Q1 2023 | $1,214,329 | +1.6% | 11,945 | +4.2% | 0.03% | -3.7% |
| Q4 2022 | $1,195,320 | +36.1% | 11,467 | +19.2% | 0.03% | +28.6% |
| Q3 2022 | $878,000 | +55.1% | 9,618 | +70.7% | 0.02% | +75.0% |
| Q2 2022 | $566,000 | +9.5% | 5,633 | +16.5% | 0.01% | +33.3% |
| Q1 2022 | $517,000 | +148.6% | 4,834 | +134.3% | 0.01% | +125.0% |
| Q4 2021 | $208,000 | -16.1% | 2,063 | -21.6% | 0.00% | -20.0% |
| Q3 2021 | $248,000 | -14.8% | 2,630 | -12.8% | 0.01% | 0.0% |
| Q2 2021 | $291,000 | +1.7% | 3,015 | -0.0% | 0.01% | -16.7% |
| Q1 2021 | $286,000 | -20.6% | 3,016 | -26.6% | 0.01% | -25.0% |
| Q4 2020 | $360,000 | +4.0% | 4,109 | -4.5% | 0.01% | -11.1% |
| Q3 2020 | $346,000 | -6.7% | 4,301 | -5.8% | 0.01% | -10.0% |
| Q2 2020 | $371,000 | +13.8% | 4,568 | +0.2% | 0.01% | 0.0% |
| Q1 2020 | $326,000 | -8.7% | 4,560 | +25.3% | 0.01% | +11.1% |
| Q4 2019 | $357,000 | +4.4% | 3,639 | +0.1% | 0.01% | 0.0% |
| Q3 2019 | $342,000 | -0.6% | 3,637 | +0.1% | 0.01% | 0.0% |
| Q2 2019 | $344,000 | +67.0% | 3,635 | +64.6% | 0.01% | +50.0% |
| Q1 2019 | $206,000 | -52.5% | 2,208 | -58.7% | 0.01% | -53.8% |
| Q3 2016 | $434,000 | -62.8% | 5,341 | -62.4% | 0.01% | -62.9% |
| Q2 2016 | $1,166,000 | +160.9% | 14,191 | +133.7% | 0.04% | +191.7% |
| Q2 2015 | $447,000 | -13.4% | 6,072 | -11.8% | 0.01% | -14.3% |
| Q1 2015 | $516,000 | -5.7% | 6,885 | -3.6% | 0.01% | -12.5% |
| Q4 2014 | $547,000 | -39.8% | 7,142 | -47.8% | 0.02% | -54.3% |
| Q2 2013 | $908,000 | – | 13,681 | – | 0.04% | – |
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% |