ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 555 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,907,935 | -13.0% | 69,854 | -11.3% | 0.08% | -15.6% |
| Q2 2023 | $7,936,712 | -4.5% | 78,745 | -4.3% | 0.09% | -13.5% |
| Q1 2023 | $8,307,981 | +243.5% | 82,268 | -4.4% | 0.10% | +60.0% |
| Q4 2022 | $2,418,667 | -84.4% | 86,060 | -49.5% | 0.06% | -74.6% |
| Q3 2022 | $15,554,000 | +15.7% | 170,387 | +27.3% | 0.26% | +14.8% |
| Q2 2022 | $13,442,000 | +840.0% | 133,838 | +900.5% | 0.22% | +869.6% |
| Q1 2022 | $1,430,000 | +6.8% | 13,377 | +0.8% | 0.02% | +15.0% |
| Q4 2021 | $1,339,000 | +275.1% | 13,268 | +250.7% | 0.02% | +122.2% |
| Q3 2021 | $357,000 | +2.9% | 3,783 | +5.3% | 0.01% | 0.0% |
| Q2 2021 | $347,000 | -1.1% | 3,594 | -2.7% | 0.01% | -10.0% |
| Q1 2021 | $351,000 | -25.5% | 3,695 | -31.2% | 0.01% | -33.3% |
| Q4 2020 | $471,000 | +2.8% | 5,369 | -5.6% | 0.02% | -6.2% |
| Q3 2020 | $458,000 | -21.6% | 5,686 | -21.0% | 0.02% | -30.4% |
| Q2 2020 | $584,000 | -31.8% | 7,196 | -39.9% | 0.02% | -43.9% |
| Q1 2020 | $856,000 | -75.0% | 11,966 | -65.8% | 0.04% | -69.9% |
| Q4 2019 | $3,428,000 | +4.2% | 34,956 | -0.4% | 0.14% | -6.8% |
| Q3 2019 | $3,289,000 | +174.8% | 35,108 | +177.2% | 0.15% | +100.0% |
| Q2 2019 | $1,197,000 | +4.1% | 12,667 | +2.8% | 0.07% | -1.4% |
| Q1 2019 | $1,150,000 | +43.9% | 12,327 | +30.2% | 0.07% | +45.1% |
| Q4 2018 | $799,000 | +200.4% | 9,469 | +222.6% | 0.05% | +155.0% |
| Q3 2018 | $266,000 | +15.7% | 2,935 | +6.0% | 0.02% | -23.1% |
| Q1 2018 | $230,000 | -99.8% | 2,770 | +105.8% | 0.03% | +36.8% |
| Q2 2017 | $111,159,000 | – | 1,346 | – | 0.02% | – |
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% |