ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 152 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 2.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $480,968 | -12.1% | 4,772 | -11.4% | 0.08% | -25.0% |
| Q1 2023 | $547,375 | -9.2% | 5,384 | -6.9% | 0.10% | -16.1% |
| Q4 2022 | $602,852 | +14.4% | 5,783 | +0.1% | 0.12% | +3.3% |
| Q3 2022 | $527,000 | -8.8% | 5,776 | +0.4% | 0.12% | -4.8% |
| Q2 2022 | $578,000 | -10.5% | 5,752 | -4.8% | 0.13% | +3.3% |
| Q1 2022 | $646,000 | +6.1% | 6,042 | +0.2% | 0.12% | +2.5% |
| Q4 2021 | $609,000 | +6.1% | 6,030 | -1.0% | 0.12% | -8.5% |
| Q3 2021 | $574,000 | -2.0% | 6,088 | +0.2% | 0.13% | -3.7% |
| Q2 2021 | $586,000 | -5.9% | 6,074 | -7.5% | 0.14% | -16.1% |
| Q1 2021 | $623,000 | 0.0% | 6,570 | -7.5% | 0.16% | -9.6% |
| Q4 2020 | $623,000 | -31.5% | 7,106 | -37.1% | 0.18% | -38.6% |
| Q3 2020 | $909,000 | -2.0% | 11,300 | -1.2% | 0.29% | -11.9% |
| Q2 2020 | $928,000 | -34.0% | 11,438 | -20.3% | 0.33% | -33.9% |
| Q1 2020 | $1,407,000 | 0.0% | 14,350 | 0.0% | 0.50% | +1.0% |
| Q4 2019 | $1,407,000 | +0.3% | 14,350 | -3.7% | 0.49% | -7.3% |
| Q3 2019 | $1,403,000 | -10.5% | 14,899 | -10.2% | 0.53% | -10.7% |
| Q2 2019 | $1,567,000 | -0.4% | 16,584 | -1.7% | 0.60% | -8.4% |
| Q1 2019 | $1,574,000 | -2.8% | 16,876 | -12.1% | 0.65% | -13.7% |
| Q4 2018 | $1,620,000 | -9.1% | 19,199 | -2.4% | 0.75% | +2.4% |
| Q3 2018 | $1,782,000 | -0.3% | 19,680 | -6.5% | 0.74% | -7.1% |
| Q2 2018 | $1,788,000 | +0.6% | 21,043 | 0.0% | 0.79% | +8.2% |
| Q1 2018 | $1,778,000 | -12.9% | 21,043 | -7.1% | 0.73% | -9.2% |
| Q4 2017 | $2,042,000 | +5.0% | 22,659 | +0.1% | 0.81% | -0.9% |
| Q3 2017 | $1,945,000 | +3.5% | 22,627 | +0.1% | 0.81% | -5.7% |
| Q2 2017 | $1,880,000 | -0.8% | 22,612 | +0.1% | 0.86% | -3.5% |
| Q1 2017 | $1,895,000 | +0.9% | 22,596 | -1.0% | 0.89% | -2.9% |
| Q4 2016 | $1,878,000 | +0.3% | 22,830 | -0.9% | 0.92% | -0.4% |
| Q3 2016 | $1,873,000 | -11.1% | 23,041 | -10.2% | 0.92% | -14.5% |
| Q2 2016 | $2,108,000 | +0.4% | 25,659 | -4.7% | 1.08% | -7.7% |
| Q1 2016 | $2,100,000 | +5.2% | 26,924 | -1.0% | 1.17% | +6.6% |
| Q4 2015 | $1,997,000 | +4.6% | 27,207 | -0.9% | 1.10% | -3.8% |
| Q3 2015 | $1,910,000 | -11.4% | 27,447 | -6.3% | 1.14% | -11.7% |
| Q2 2015 | $2,155,000 | +10.2% | 29,297 | +12.3% | 1.29% | +3.9% |
| Q1 2015 | $1,956,000 | -0.5% | 26,079 | +1.5% | 1.24% | -3.2% |
| Q4 2014 | $1,966,000 | +7.5% | 25,682 | +5.7% | 1.29% | +5.5% |
| Q3 2014 | $1,828,000 | +39.5% | 24,302 | +39.9% | 1.22% | +28.2% |
| Q2 2014 | $1,310,000 | +16.9% | 17,374 | +10.7% | 0.95% | +13.8% |
| Q1 2014 | $1,121,000 | -46.7% | 15,693 | -47.6% | 0.84% | +6.1% |
| Q4 2013 | $2,102,000 | +97.9% | 29,920 | +86.7% | 0.79% | -8.1% |
| Q3 2013 | $1,062,000 | +2.4% | 16,024 | +2.5% | 0.86% | -3.5% |
| Q2 2013 | $1,037,000 | – | 15,638 | – | 0.89% | – |
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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% |