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 | $626,173 | -1.4% | 6,332 | +0.5% | 0.12% | 0.0% |
| Q2 2023 | $634,777 | -0.7% | 6,298 | +0.2% | 0.12% | -4.7% |
| Q1 2023 | $639,219 | -2.3% | 6,288 | +0.2% | 0.13% | -7.9% |
| Q4 2022 | $654,057 | +14.3% | 6,275 | +0.2% | 0.14% | +7.8% |
| Q3 2022 | $572,000 | -8.8% | 6,260 | +0.3% | 0.13% | -6.5% |
| Q2 2022 | $627,000 | -6.0% | 6,244 | +0.1% | 0.14% | +0.7% |
| Q1 2022 | $667,000 | +6.0% | 6,237 | +0.1% | 0.14% | +3.0% |
| Q4 2021 | $629,000 | -7.5% | 6,228 | -13.7% | 0.13% | -14.7% |
| Q3 2021 | $680,000 | -2.3% | 7,215 | +0.1% | 0.16% | -9.3% |
| Q2 2021 | $696,000 | +1.9% | 7,206 | +0.1% | 0.17% | -5.0% |
| Q1 2021 | $683,000 | +8.4% | 7,196 | +0.2% | 0.18% | +2.3% |
| Q4 2020 | $630,000 | +5.4% | 7,185 | -3.2% | 0.18% | -13.7% |
| Q3 2020 | $598,000 | -2.3% | 7,425 | -1.5% | 0.20% | -14.6% |
| Q2 2020 | $612,000 | +13.5% | 7,540 | +0.2% | 0.24% | -9.8% |
| Q1 2020 | $539,000 | -31.4% | 7,528 | -6.1% | 0.27% | +0.4% |
| Q4 2019 | $786,000 | +4.2% | 8,013 | +0.1% | 0.26% | -19.7% |
| Q3 2019 | $754,000 | -0.1% | 8,004 | +0.1% | 0.33% | +1.2% |
| Q2 2019 | $755,000 | +1.3% | 7,994 | +0.1% | 0.33% | -1.2% |
| Q1 2019 | $745,000 | +10.7% | 7,985 | +0.1% | 0.33% | -1.8% |
| Q4 2018 | $673,000 | -6.5% | 7,975 | +0.2% | 0.34% | +10.2% |
| Q3 2018 | $720,000 | +5.0% | 7,957 | -1.4% | 0.30% | -5.6% |
| Q2 2018 | $686,000 | +0.6% | 8,072 | 0.0% | 0.32% | -3.0% |
| Q1 2018 | $682,000 | 0.0% | 8,072 | +6.7% | 0.33% | +0.6% |
| Q4 2017 | $682,000 | +4.9% | 7,562 | +0.1% | 0.33% | +0.3% |
| Q3 2017 | $650,000 | +3.5% | 7,557 | +0.1% | 0.33% | -3.2% |
| Q2 2017 | $628,000 | -4.6% | 7,552 | -3.8% | 0.34% | -8.3% |
| Q1 2017 | $658,000 | +2.0% | 7,848 | +0.1% | 0.37% | -9.0% |
| Q4 2016 | $645,000 | -1.4% | 7,843 | -2.6% | 0.41% | -3.5% |
| Q3 2016 | $654,000 | -1.1% | 8,049 | +0.1% | 0.42% | -1.9% |
| Q2 2016 | $661,000 | +14.2% | 8,044 | +8.4% | 0.43% | +6.4% |
| Q1 2016 | $579,000 | +6.4% | 7,420 | +0.1% | 0.41% | +1.8% |
| Q4 2015 | $544,000 | +5.6% | 7,415 | +0.1% | 0.40% | -2.0% |
| Q3 2015 | $515,000 | -10.7% | 7,405 | -5.5% | 0.41% | -4.7% |
| Q2 2015 | $577,000 | -11.6% | 7,840 | -10.0% | 0.43% | -18.8% |
| Q1 2015 | $653,000 | -28.2% | 8,714 | -26.6% | 0.53% | -37.6% |
| Q4 2014 | $909,000 | – | 11,879 | – | 0.84% | – |
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% |