ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 731 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,836 | -55.4% | 18,223 | -55.0% | 0.02% | -66.0% |
| Q1 2023 | $4,119 | -99.9% | 40,527 | -48.2% | 0.05% | -35.1% |
| Q3 2022 | $7,139,000 | +121.2% | 78,211 | +159.0% | 0.08% | +234.8% |
| Q1 2022 | $3,227,000 | -24.0% | 30,196 | -28.2% | 0.02% | -4.2% |
| Q4 2021 | $4,244,000 | -45.5% | 42,030 | -49.1% | 0.02% | -48.9% |
| Q3 2021 | $7,787,000 | +1661.8% | 82,616 | +1702.7% | 0.05% | +1075.0% |
| Q2 2021 | $442,000 | -84.3% | 4,583 | -86.9% | 0.00% | -95.1% |
| Q3 2020 | $2,817,000 | -5.1% | 35,007 | -4.3% | 0.08% | -7.9% |
| Q2 2020 | $2,968,000 | +719.9% | 36,575 | +842.2% | 0.09% | +58.9% |
| Q1 2019 | $362,000 | -89.7% | 3,882 | -91.9% | 0.06% | -98.7% |
| Q4 2015 | $3,507,000 | +147.3% | 47,778 | +147.9% | 4.25% | +536.4% |
| Q2 2015 | $1,418,000 | – | 19,276 | – | 0.67% | – |
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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% |