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 | $1,274,988 | -1.9% | 12,893 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $1,299,485 | +80.4% | 12,893 | +82.0% | 0.07% | +52.2% |
| Q1 2023 | $720,363 | -70.9% | 7,086 | -70.2% | 0.05% | -72.0% |
| Q4 2022 | $2,479,139 | +286.8% | 23,783 | +238.5% | 0.16% | +256.5% |
| Q3 2022 | $641,000 | -9.2% | 7,026 | 0.0% | 0.05% | -4.2% |
| Q2 2022 | $706,000 | -6.0% | 7,026 | 0.0% | 0.05% | +4.3% |
| Q1 2022 | $751,000 | +5.8% | 7,026 | 0.0% | 0.05% | +9.5% |
| Q4 2021 | $710,000 | +5.5% | 7,026 | -1.5% | 0.04% | -2.3% |
| Q3 2021 | $673,000 | -5.7% | 7,135 | -3.5% | 0.04% | -8.5% |
| Q2 2021 | $714,000 | +0.1% | 7,394 | -1.6% | 0.05% | -6.0% |
| Q1 2021 | $713,000 | -0.4% | 7,511 | -8.0% | 0.05% | -9.1% |
| Q4 2020 | $716,000 | – | 8,168 | – | 0.06% | – |
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% |