ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,127,938 | +97981.6% | 11,406 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $1,150 | -15.9% | 11,406 | -15.2% | 0.03% | -23.3% |
Q1 2023 | $1,368 | +15.8% | 13,456 | +18.8% | 0.04% | +7.5% |
Q4 2022 | $1,181 | -99.9% | 11,328 | +14.4% | 0.04% | +17.6% |
Q3 2022 | $904,000 | +5.9% | 9,899 | +16.5% | 0.03% | +9.7% |
Q2 2022 | $854,000 | -6.1% | 8,500 | 0.0% | 0.03% | +10.7% |
Q1 2022 | $909,000 | +19.6% | 8,500 | +12.9% | 0.03% | +21.7% |
Q4 2021 | $760,000 | +7.0% | 7,530 | 0.0% | 0.02% | -4.2% |
Q3 2021 | $710,000 | -14.0% | 7,530 | -12.0% | 0.02% | -11.1% |
Q2 2021 | $826,000 | -13.4% | 8,558 | -14.9% | 0.03% | -18.2% |
Q1 2021 | $954,000 | +8.2% | 10,058 | 0.0% | 0.03% | -2.9% |
Q4 2020 | $882,000 | +9.0% | 10,058 | 0.0% | 0.03% | -2.9% |
Q3 2020 | $809,000 | -7.5% | 10,058 | -6.7% | 0.04% | -16.7% |
Q2 2020 | $875,000 | +26.1% | 10,780 | +11.1% | 0.04% | +2.4% |
Q1 2020 | $694,000 | -32.0% | 9,704 | -6.7% | 0.04% | -16.3% |
Q4 2019 | $1,020,000 | +6.8% | 10,399 | +2.6% | 0.05% | 0.0% |
Q3 2019 | $955,000 | +14.1% | 10,139 | +14.5% | 0.05% | +6.5% |
Q2 2019 | $837,000 | +1.3% | 8,853 | 0.0% | 0.05% | -4.2% |
Q1 2019 | $826,000 | +31.3% | 8,853 | +18.9% | 0.05% | +20.0% |
Q4 2018 | $629,000 | -6.7% | 7,447 | 0.0% | 0.04% | +5.3% |
Q3 2018 | $674,000 | +6.5% | 7,447 | 0.0% | 0.04% | -2.6% |
Q2 2018 | $633,000 | – | 7,447 | – | 0.04% | – |
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% |