ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $102,000 | +168.4% | 1,165 | +145.3% | 0.02% | +111.1% |
| Q3 2020 | $38,000 | -2.6% | 475 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $39,000 | +14.7% | 475 | -0.2% | 0.01% | -9.1% |
| Q1 2020 | $34,000 | -41.4% | 476 | -15.9% | 0.01% | -26.7% |
| Q4 2019 | $58,000 | +3.6% | 566 | 0.0% | 0.02% | -6.2% |
| Q3 2019 | $56,000 | 0.0% | 566 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $56,000 | -12.5% | 566 | -14.2% | 0.02% | -11.1% |
| Q1 2019 | $64,000 | -83.4% | 660 | -85.5% | 0.02% | -86.2% |
| Q4 2018 | $386,000 | +522.6% | 4,550 | +589.4% | 0.13% | +584.2% |
| Q3 2018 | $62,000 | -11.4% | 660 | -16.0% | 0.02% | -13.6% |
| Q2 2018 | $70,000 | -99.9% | 786 | 0.0% | 0.02% | +4.8% |
| Q1 2018 | $66,318,000 | -2.6% | 786 | +4.0% | 0.02% | -4.5% |
| Q4 2017 | $68,058,000 | -11.0% | 756 | -15.1% | 0.02% | -12.0% |
| Q3 2017 | $76,498,000 | -81.0% | 890 | -81.6% | 0.02% | -77.3% |
| Q2 2017 | $402,016,000 | +1.0% | 4,836 | +1.9% | 0.11% | -12.0% |
| Q1 2017 | $398,002,000 | +2.0% | 4,746 | 0.0% | 0.12% | +4.2% |
| Q4 2016 | $390,360,000 | -45.6% | 4,746 | -38.7% | 0.12% | +16.5% |
| Q3 2016 | $717,868,000 | +110.6% | 7,742 | +86.6% | 0.10% | +1.0% |
| Q2 2016 | $340,842,000 | +41.2% | 4,150 | +34.1% | 0.10% | +39.7% |
| Q1 2016 | $241,363,000 | +16.2% | 3,094 | +9.3% | 0.07% | +23.7% |
| Q4 2015 | $207,680,000 | +30.1% | 2,830 | +23.4% | 0.06% | +18.0% |
| Q3 2015 | $159,618,000 | -5.4% | 2,294 | 0.0% | 0.05% | +4.2% |
| Q2 2015 | $168,772,000 | -20.9% | 2,294 | -19.3% | 0.05% | -20.0% |
| Q1 2015 | $213,272,000 | +2.1% | 2,844 | +4.2% | 0.06% | 0.0% |
| Q4 2014 | $208,880,000 | +56.9% | 2,730 | +54.2% | 0.06% | +57.9% |
| Q3 2014 | $133,102,000 | -1.0% | 1,770 | -0.8% | 0.04% | -13.6% |
| Q2 2014 | $134,494,000 | +7.6% | 1,784 | +2.0% | 0.04% | +2.3% |
| Q1 2014 | $124,948,000 | +134252.7% | 1,749 | +31.6% | 0.04% | +34.4% |
| Q4 2013 | $93,000 | – | 1,329 | – | 0.03% | – |
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% |