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 | $635 | -1.9% | 6,417 | 0.0% | 0.06% | +6.6% |
| Q2 2023 | $647 | -0.8% | 6,417 | 0.0% | 0.06% | -7.6% |
| Q1 2023 | $652 | -2.5% | 6,417 | 0.0% | 0.07% | -8.3% |
| Q4 2022 | $669 | -99.9% | 6,417 | 0.0% | 0.07% | +9.1% |
| Q3 2022 | $586,000 | -9.0% | 6,417 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $644,000 | -6.1% | 6,417 | 0.0% | 0.07% | +22.2% |
| Q1 2022 | $686,000 | +5.9% | 6,417 | 0.0% | 0.05% | +14.9% |
| Q4 2021 | $648,000 | +7.1% | 6,417 | 0.0% | 0.05% | +4.4% |
| Q3 2021 | $605,000 | -2.3% | 6,417 | 0.0% | 0.04% | +4.7% |
| Q2 2021 | $619,000 | +1.6% | 6,417 | 0.0% | 0.04% | -8.5% |
| Q1 2021 | $609,000 | +8.2% | 6,417 | 0.0% | 0.05% | +2.2% |
| Q4 2020 | $563,000 | +9.1% | 6,417 | 0.0% | 0.05% | -8.0% |
| Q3 2020 | $516,000 | -1.0% | 6,417 | 0.0% | 0.05% | -9.1% |
| Q2 2020 | $521,000 | +13.5% | 6,417 | 0.0% | 0.06% | -5.2% |
| Q1 2020 | $459,000 | -27.0% | 6,417 | 0.0% | 0.06% | +7.4% |
| Q4 2019 | $629,000 | +4.1% | 6,417 | 0.0% | 0.05% | -3.6% |
| Q3 2019 | $604,000 | -0.3% | 6,417 | 0.0% | 0.06% | +5.7% |
| Q2 2019 | $606,000 | +1.2% | 6,417 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $599,000 | +10.7% | 6,417 | 0.0% | 0.05% | -8.6% |
| Q4 2018 | $541,000 | -6.9% | 6,417 | 0.0% | 0.06% | +20.8% |
| Q3 2018 | $581,000 | +6.6% | 6,417 | 0.0% | 0.05% | -2.0% |
| Q2 2018 | $545,000 | +0.6% | 6,417 | 0.0% | 0.05% | +8.9% |
| Q1 2018 | $542,000 | -6.2% | 6,417 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $578,000 | +4.7% | 6,417 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $552,000 | +3.6% | 6,417 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $533,000 | -0.9% | 6,417 | 0.0% | 0.04% | +2.3% |
| Q1 2017 | $538,000 | +1.9% | 6,417 | 0.0% | 0.04% | +4.8% |
| Q4 2016 | $528,000 | +1.1% | 6,417 | 0.0% | 0.04% | -6.7% |
| Q3 2016 | $522,000 | – | 6,417 | – | 0.04% | – |
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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% |