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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $43,413 | -1.9% | 439 | 0.0% | 0.01% | +8.3% |
Q2 2023 | $44,247 | +8.8% | 439 | +9.8% | 0.01% | 0.0% |
Q1 2023 | $40,664 | +99080.5% | 400 | 0.0% | 0.01% | – |
Q4 2022 | $41 | -99.9% | 400 | +8.4% | 0.00% | – |
Q3 2022 | $33,000 | -10.8% | 369 | 0.0% | 0.00% | – |
Q2 2022 | $37,000 | -5.1% | 369 | 0.0% | 0.00% | – |
Q1 2022 | $39,000 | +225.0% | 369 | +210.1% | 0.00% | – |
Q4 2021 | $12,000 | +9.1% | 119 | 0.0% | 0.00% | – |
Q3 2021 | $11,000 | 0.0% | 119 | 0.0% | 0.00% | – |
Q2 2021 | $11,000 | 0.0% | 119 | 0.0% | 0.00% | – |
Q1 2021 | $11,000 | -21.4% | 119 | -29.6% | 0.00% | – |
Q4 2020 | $14,000 | +7.7% | 169 | 0.0% | 0.00% | – |
Q3 2020 | $13,000 | 0.0% | 169 | 0.0% | 0.00% | – |
Q2 2020 | $13,000 | -31.6% | 169 | -37.2% | 0.00% | – |
Q1 2020 | $19,000 | -56.8% | 269 | -42.2% | 0.00% | – |
Q2 2019 | $44,000 | -99.9% | 465 | +0.4% | 0.00% | -100.0% |
Q4 2018 | $39,123,000 | +76.8% | 463 | +77.4% | 0.01% | +75.0% |
Q2 2018 | $22,127,000 | +2.7% | 261 | +0.4% | 0.01% | -33.3% |
Q1 2018 | $21,553,000 | -8.4% | 260 | +0.8% | 0.01% | -7.7% |
Q4 2017 | $23,538,000 | +5.6% | 258 | +0.4% | 0.01% | 0.0% |
Q3 2017 | $22,285,000 | +5.2% | 257 | +0.4% | 0.01% | -7.1% |
Q2 2017 | $21,176,000 | -1.2% | 256 | 0.0% | 0.01% | +40.0% |
Q1 2017 | $21,431,000 | – | 256 | – | 0.01% | – |
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% |