ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $120,545 | -20.9% | 1,196 | -20.3% | 0.02% | 0.0% |
| Q1 2023 | $152,490 | -72.9% | 1,500 | -72.0% | 0.02% | -56.4% |
| Q4 2022 | $563,591 | +13.6% | 5,366 | +12.1% | 0.04% | +14.7% |
| Q1 2022 | $496,000 | +91.5% | 4,788 | +91.1% | 0.03% | +100.0% |
| Q4 2021 | $259,000 | -99.4% | 2,506 | +367.5% | 0.02% | +21.4% |
| Q3 2016 | $43,035,000 | -2.3% | 536 | -40.6% | 0.01% | +133.3% |
| Q2 2016 | $44,062,000 | +253.1% | 902 | +430.6% | 0.01% | +200.0% |
| Q4 2015 | $12,480,000 | +103900.0% | 170 | 0.0% | 0.00% | -66.7% |
| Q1 2015 | $12,000 | – | 170 | – | 0.01% | – |
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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% |