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 | $1,565,662 | -0.8% | 15,662 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $1,578,535 | -0.1% | 15,662 | +0.8% | 0.07% | -6.9% |
| Q1 2023 | $1,579,549 | -1.5% | 15,538 | +1.1% | 0.07% | -6.5% |
| Q4 2022 | $1,602,791 | -22.3% | 15,376 | -31.9% | 0.08% | -38.4% |
| Q3 2022 | $2,063,000 | -7.9% | 22,589 | +1.3% | 0.12% | -26.0% |
| Q2 2022 | $2,239,000 | -5.5% | 22,295 | +0.6% | 0.17% | +40.8% |
| Q1 2022 | $2,370,000 | – | 22,171 | – | 0.12% | – |
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% |