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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $82,574 | -0.8% | 826 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $83,253 | +0.9% | 826 | +1.7% | 0.00% | 0.0% |
Q1 2023 | $82,548 | +81.9% | 812 | +86.7% | 0.00% | +50.0% |
Q4 2022 | $45,386 | +13.5% | 435 | -0.7% | 0.00% | 0.0% |
Q3 2022 | $40,000 | +2.6% | 438 | +12.0% | 0.00% | 0.0% |
Q2 2022 | $39,000 | -26.4% | 391 | -21.2% | 0.00% | 0.0% |
Q1 2022 | $53,000 | +6.0% | 496 | +0.2% | 0.00% | 0.0% |
Q4 2021 | $50,000 | +35.1% | 495 | +26.9% | 0.00% | 0.0% |
Q3 2021 | $37,000 | -2.6% | 390 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $38,000 | +2.7% | 390 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $37,000 | +42.3% | 390 | +33.6% | 0.00% | 0.0% |
Q4 2020 | $26,000 | +8.3% | 292 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $24,000 | 0.0% | 292 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $24,000 | +14.3% | 292 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $21,000 | -56.2% | 292 | -40.7% | 0.00% | -50.0% |
Q4 2019 | $48,000 | +2.1% | 492 | -2.0% | 0.00% | 0.0% |
Q3 2019 | $47,000 | 0.0% | 502 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $47,000 | -36.5% | 502 | -43.4% | 0.00% | -50.0% |
Q1 2017 | $74,000 | – | 887 | – | 0.01% | – |
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% |