ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 484 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,184,304 | -1.6% | 22,088 | +0.3% | 0.18% | -1.1% |
| Q2 2023 | $2,220,558 | -1.2% | 22,032 | -0.4% | 0.19% | -6.5% |
| Q1 2023 | $2,248,051 | -33.2% | 22,113 | -31.5% | 0.20% | -39.0% |
| Q4 2022 | $3,363,393 | -6.9% | 32,266 | -18.5% | 0.33% | -14.4% |
| Q3 2022 | $3,612,000 | -10.3% | 39,569 | -1.3% | 0.38% | -9.1% |
| Q2 2022 | $4,025,000 | +42.1% | 40,074 | +51.3% | 0.42% | +61.2% |
| Q1 2022 | $2,832,000 | +8.7% | 26,493 | +2.7% | 0.26% | +12.6% |
| Q4 2021 | $2,606,000 | +7.0% | 25,805 | -0.1% | 0.23% | -2.1% |
| Q3 2021 | $2,435,000 | -0.9% | 25,832 | +1.4% | 0.24% | -4.5% |
| Q2 2021 | $2,458,000 | +36.7% | 25,464 | +24.2% | 0.25% | +21.7% |
| Q4 2020 | $1,798,000 | +19.5% | 20,504 | +10.7% | 0.20% | -26.4% |
| Q2 2020 | $1,504,000 | -18.9% | 18,529 | -2.0% | 0.28% | -17.4% |
| Q4 2019 | $1,854,000 | +22.9% | 18,900 | +17.9% | 0.33% | +13.6% |
| Q3 2019 | $1,509,000 | -13.5% | 16,027 | -13.2% | 0.29% | -13.5% |
| Q2 2019 | $1,744,000 | +7.5% | 18,457 | +6.1% | 0.34% | +3.0% |
| Q1 2019 | $1,623,000 | +12.4% | 17,399 | +1.7% | 0.33% | +4.4% |
| Q4 2018 | $1,444,000 | -4.9% | 17,115 | +2.1% | 0.32% | -1.2% |
| Q3 2018 | $1,518,000 | +70.4% | 16,764 | +59.9% | 0.32% | +18.1% |
| Q2 2018 | $891,000 | -50.1% | 10,485 | -50.4% | 0.27% | -31.2% |
| Q1 2018 | $1,785,000 | -27.4% | 21,127 | -22.6% | 0.39% | -28.1% |
| Q4 2017 | $2,459,000 | +52.1% | 27,284 | +45.1% | 0.55% | +45.4% |
| Q3 2017 | $1,617,000 | -43.4% | 18,808 | -45.3% | 0.38% | -46.8% |
| Q2 2017 | $2,858,000 | +5.7% | 34,382 | +6.6% | 0.71% | +0.3% |
| Q1 2017 | $2,705,000 | +63.5% | 32,251 | +60.4% | 0.71% | +54.5% |
| Q4 2016 | $1,654,000 | +61.1% | 20,106 | +59.1% | 0.46% | +57.0% |
| Q3 2016 | $1,027,000 | +140.5% | 12,634 | +143.0% | 0.29% | +148.7% |
| Q2 2016 | $427,000 | +13.0% | 5,199 | +7.3% | 0.12% | +14.7% |
| Q1 2016 | $378,000 | -37.4% | 4,847 | -41.2% | 0.10% | -35.0% |
| Q4 2015 | $604,000 | +5.8% | 8,239 | +0.4% | 0.16% | +6.1% |
| Q3 2015 | $571,000 | -5.9% | 8,210 | -0.5% | 0.15% | -9.8% |
| Q2 2015 | $607,000 | -5.2% | 8,253 | -3.2% | 0.16% | +3.8% |
| Q1 2015 | $640,000 | -9.3% | 8,528 | -7.6% | 0.16% | -16.4% |
| Q4 2014 | $706,000 | -8.2% | 9,225 | -9.8% | 0.19% | -18.5% |
| Q3 2014 | $769,000 | -4.0% | 10,223 | -3.7% | 0.23% | -18.6% |
| Q2 2014 | $801,000 | +28.2% | 10,620 | +21.3% | 0.28% | +7.5% |
| Q1 2014 | $625,000 | -3.8% | 8,753 | -5.4% | 0.26% | -28.8% |
| Q4 2013 | $650,000 | -7.9% | 9,252 | -13.1% | 0.37% | -9.7% |
| Q3 2013 | $706,000 | -16.7% | 10,651 | -16.0% | 0.41% | -12.0% |
| Q2 2013 | $848,000 | – | 12,682 | – | 0.47% | – |
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% |