ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 689 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $266,824 | -8.2% | 2,698 | -6.4% | 0.01% | -10.0% |
Q2 2023 | $290,697 | -0.8% | 2,884 | +0.0% | 0.01% | 0.0% |
Q1 2023 | $293,109 | -3.1% | 2,883 | -0.7% | 0.01% | -9.1% |
Q4 2022 | $302,503 | +29.8% | 2,902 | +13.5% | 0.01% | +10.0% |
Q3 2022 | $233,000 | -9.3% | 2,556 | +0.1% | 0.01% | -9.1% |
Q2 2022 | $257,000 | -3.7% | 2,554 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $267,000 | -0.4% | 2,554 | -3.7% | 0.01% | +22.2% |
Q4 2021 | $268,000 | +7.2% | 2,651 | +0.1% | 0.01% | -10.0% |
Q3 2021 | $250,000 | -6.0% | 2,649 | -3.7% | 0.01% | 0.0% |
Q2 2021 | $266,000 | +1.9% | 2,752 | +0.1% | 0.01% | -9.1% |
Q1 2021 | $261,000 | +8.3% | 2,750 | +0.0% | 0.01% | 0.0% |
Q4 2020 | $241,000 | +1.7% | 2,749 | -6.8% | 0.01% | -15.4% |
Q3 2020 | $237,000 | -17.4% | 2,949 | -16.6% | 0.01% | -23.5% |
Q2 2020 | $287,000 | +17.1% | 3,534 | +3.0% | 0.02% | -5.6% |
Q1 2020 | $245,000 | – | 3,431 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Titus Wealth Management | 159,714 | $13,493,000,000 | 12.98% |
Stratford Consulting, LLC | 377,305 | $31,875,000 | 12.14% |
LBMC INVESTMENT ADVISORS, LLC | 409,632 | $34,606,000 | 5.99% |
Gunma Bank,Ltd. | 61,000 | $5,153,000 | 5.69% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,277 | $17,933,000 | 5.50% |
Smart Money Group LLC | 54,996 | $4,646,000 | 4.72% |
Divergent Wealth Advisors | 145,255 | $12,271,000 | 4.59% |
Sanchez Wealth Management Group | 54,578 | $4,524,000 | 4.57% |
Wharton Business Group, LLC | 510,276 | $43,108,000 | 4.46% |
Keystone Financial Planning, Inc. | 75,169 | $6,350,000 | 3.54% |