ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 731 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,941 | +0.9% | 323 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $31,651 | -3.6% | 323 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $32,836 | +2.3% | 323 | +4.9% | 0.02% | -4.5% |
| Q4 2022 | $32,106 | +14.7% | 308 | 0.0% | 0.02% | +10.0% |
| Q3 2022 | $28,000 | -9.7% | 308 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $31,000 | -6.1% | 308 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $33,000 | +6.5% | 308 | 0.0% | 0.02% | +11.1% |
| Q4 2021 | $31,000 | +6.9% | 308 | 0.0% | 0.02% | +5.9% |
| Q3 2021 | $29,000 | -3.3% | 308 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $30,000 | +3.4% | 308 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $29,000 | +7.4% | 308 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $27,000 | -6.9% | 308 | -14.0% | 0.02% | -14.3% |
| Q3 2020 | $29,000 | 0.0% | 358 | 0.0% | 0.02% | -4.5% |
| Q2 2020 | $29,000 | +11.5% | 358 | 0.0% | 0.02% | -4.3% |
| Q1 2020 | $26,000 | -25.7% | 358 | 0.0% | 0.02% | -4.2% |
| Q4 2019 | $35,000 | +2.9% | 358 | 0.0% | 0.02% | -4.0% |
| Q3 2019 | $34,000 | 0.0% | 358 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $34,000 | +3.0% | 358 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $33,000 | +10.0% | 358 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $30,000 | -6.2% | 358 | 0.0% | 0.02% | +4.2% |
| Q3 2018 | $32,000 | +6.7% | 358 | 0.0% | 0.02% | +4.3% |
| Q2 2018 | $30,000 | -9.1% | 358 | -9.1% | 0.02% | -11.5% |
| Q1 2018 | $33,000 | -8.3% | 394 | 0.0% | 0.03% | -7.1% |
| Q4 2017 | $36,000 | -47.1% | 394 | -50.0% | 0.03% | -50.0% |
| Q3 2017 | $68,000 | – | 788 | – | 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% |