ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 691 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,779 | +2.9% | 17,998 | +5.0% | 0.00% | 0.0% |
| Q2 2023 | $1,729 | +41.5% | 17,148 | +42.7% | 0.00% | +33.3% |
| Q1 2023 | $1,222 | +3.6% | 12,019 | +6.2% | 0.00% | 0.0% |
| Q4 2022 | $1,180 | -99.9% | 11,319 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,033,000 | -9.1% | 11,319 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,137,000 | -6.0% | 11,319 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,210,000 | +7.3% | 11,319 | +1.4% | 0.00% | +50.0% |
| Q4 2021 | $1,128,000 | +7.2% | 11,164 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,052,000 | +3.3% | 11,164 | +5.9% | 0.00% | 0.0% |
| Q2 2021 | $1,018,000 | +1.7% | 10,546 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,001,000 | +81.3% | 10,546 | +67.5% | 0.00% | +100.0% |
| Q4 2020 | $552,000 | +8.9% | 6,296 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $507,000 | -3.8% | 6,296 | -3.1% | 0.00% | -50.0% |
| Q2 2020 | $527,000 | -15.8% | 6,496 | -25.7% | 0.00% | -33.3% |
| Q1 2020 | $626,000 | -4.7% | 8,746 | +30.6% | 0.00% | +50.0% |
| Q4 2019 | $657,000 | +55.0% | 6,696 | +48.8% | 0.00% | 0.0% |
| Q3 2019 | $424,000 | -0.2% | 4,501 | 0.0% | 0.00% | +100.0% |
| Q2 2019 | $425,000 | +1.2% | 4,501 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $420,000 | +10.5% | 4,501 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $380,000 | -6.9% | 4,501 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $408,000 | +6.5% | 4,501 | 0.0% | 0.00% | +100.0% |
| Q2 2018 | $383,000 | +0.8% | 4,501 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $380,000 | +13.8% | 4,501 | +21.6% | 0.00% | 0.0% |
| Q4 2017 | $334,000 | +5.0% | 3,701 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $318,000 | +3.2% | 3,701 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $308,000 | +11.2% | 3,701 | +12.1% | 0.00% | 0.0% |
| Q1 2017 | $277,000 | +739.4% | 3,301 | +725.2% | 0.00% | – |
| Q4 2016 | $33,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q3 2016 | $33,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2016 | $33,000 | +6.5% | 400 | 0.0% | 0.00% | – |
| Q1 2016 | $31,000 | +6.9% | 400 | 0.0% | 0.00% | – |
| Q4 2015 | $29,000 | +3.6% | 400 | 0.0% | 0.00% | – |
| Q3 2015 | $28,000 | -3.4% | 400 | 0.0% | 0.00% | – |
| Q2 2015 | $29,000 | -3.3% | 400 | 0.0% | 0.00% | – |
| Q1 2015 | $30,000 | -3.2% | 400 | 0.0% | 0.00% | – |
| Q4 2014 | $31,000 | -48.3% | 400 | -50.0% | 0.00% | – |
| Q3 2014 | $60,000 | +100.0% | 800 | +100.0% | 0.00% | – |
| Q2 2014 | $30,000 | +3.4% | 400 | 0.0% | 0.00% | – |
| Q1 2014 | $29,000 | +3.6% | 400 | 0.0% | 0.00% | – |
| Q4 2013 | $28,000 | +3.7% | 400 | 0.0% | 0.00% | – |
| Q3 2013 | $27,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2013 | $27,000 | – | 400 | – | 0.00% | – |
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% |