ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 697 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6 | -99.9% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | -58.3% | 60 | -50.4% | 0.00% | -66.7% |
| Q2 2022 | $12,000 | +20.0% | 121 | +30.1% | 0.00% | +50.0% |
| Q1 2022 | $10,000 | -56.5% | 93 | -60.9% | 0.00% | -60.0% |
| Q2 2021 | $23,000 | 0.0% | 238 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $23,000 | +9.5% | 238 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $21,000 | +10.5% | 238 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $19,000 | 0.0% | 238 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | +11.8% | 238 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $17,000 | -26.1% | 238 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $23,000 | +4.5% | 238 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $22,000 | 0.0% | 238 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $22,000 | +10.0% | 238 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $20,000 | -9.1% | 238 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $22,000 | +10.0% | 238 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $20,000 | 0.0% | 238 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $20,000 | -4.8% | 238 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $21,000 | +5.0% | 238 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $20,000 | 0.0% | 238 | 0.0% | 0.01% | -10.0% |
| Q2 2017 | $20,000 | 0.0% | 238 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $20,000 | 0.0% | 238 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $20,000 | -31.0% | 238 | -33.5% | 0.01% | -37.5% |
| Q3 2016 | $29,000 | 0.0% | 358 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $29,000 | +3.6% | 358 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $28,000 | +7.7% | 358 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $26,000 | +4.0% | 358 | 0.0% | 0.02% | +6.7% |
| Q3 2015 | $25,000 | – | 358 | – | 0.02% | – |
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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% |