ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 365 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,281 | -41.7% | 12,600 | -40.3% | 0.00% | -33.3% |
| Q4 2022 | $2,199 | -99.8% | 21,100 | +58.6% | 0.00% | +50.0% |
| Q2 2022 | $1,336,000 | -39.0% | 13,300 | -35.1% | 0.00% | -33.3% |
| Q1 2022 | $2,191,000 | -33.6% | 20,500 | -37.3% | 0.00% | -25.0% |
| Q4 2021 | $3,302,000 | +483.4% | 32,700 | +445.0% | 0.00% | +300.0% |
| Q3 2021 | $566,000 | -37.6% | 6,000 | -36.2% | 0.00% | 0.0% |
| Q2 2021 | $907,000 | +28.1% | 9,400 | +6.8% | 0.00% | 0.0% |
| Q3 2020 | $708,000 | +9.4% | 8,800 | +33.3% | 0.00% | – |
| Q4 2019 | $647,000 | -66.8% | 6,600 | -68.1% | 0.00% | -100.0% |
| Q3 2019 | $1,949,000 | +76.2% | 20,700 | +76.9% | 0.00% | +100.0% |
| Q2 2019 | $1,106,000 | +7.8% | 11,700 | +6.4% | 0.00% | 0.0% |
| Q1 2019 | $1,026,000 | +266.4% | 11,000 | +233.3% | 0.00% | – |
| Q2 2018 | $280,000 | – | 3,300 | – | 0.00% | – |
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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% |