ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 374 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,451,737 | -2.7% | 14,680 | -0.8% | 0.13% | -0.7% |
| Q2 2023 | $1,491,321 | -5.4% | 14,796 | -4.6% | 0.13% | +1.5% |
| Q1 2023 | $1,576,860 | -3.0% | 15,511 | -0.6% | 0.13% | -14.8% |
| Q4 2022 | $1,626,446 | +42.2% | 15,603 | +24.5% | 0.16% | +13.1% |
| Q3 2022 | $1,144,000 | +18.7% | 12,536 | +30.6% | 0.14% | +22.3% |
| Q2 2022 | $964,000 | -10.8% | 9,596 | -5.1% | 0.11% | +1.8% |
| Q1 2022 | $1,081,000 | +3.9% | 10,110 | -1.9% | 0.11% | +4.8% |
| Q4 2021 | $1,040,000 | +12.7% | 10,302 | +5.2% | 0.10% | +14.1% |
| Q3 2021 | $923,000 | -7.0% | 9,790 | -4.8% | 0.09% | -7.1% |
| Q2 2021 | $992,000 | -1.1% | 10,282 | -2.7% | 0.10% | -6.6% |
| Q1 2021 | $1,003,000 | +32.1% | 10,572 | +22.1% | 0.11% | +16.5% |
| Q4 2020 | $759,000 | +9.1% | 8,662 | +0.1% | 0.09% | -5.2% |
| Q3 2020 | $696,000 | -31.9% | 8,651 | -31.3% | 0.10% | -38.9% |
| Q2 2020 | $1,022,000 | +13.6% | 12,591 | +0.1% | 0.16% | -8.2% |
| Q1 2020 | $900,000 | -26.9% | 12,578 | +0.2% | 0.17% | -15.3% |
| Q4 2019 | $1,231,000 | +4.3% | 12,549 | +0.1% | 0.20% | -5.2% |
| Q3 2019 | $1,180,000 | -1.8% | 12,532 | -1.5% | 0.21% | -7.4% |
| Q2 2019 | $1,202,000 | +1.7% | 12,724 | +0.4% | 0.23% | -8.0% |
| Q1 2019 | $1,182,000 | -3.0% | 12,672 | -12.2% | 0.25% | -25.6% |
| Q4 2018 | $1,218,000 | -6.5% | 14,431 | +0.3% | 0.34% | +13.9% |
| Q3 2018 | $1,303,000 | +6.6% | 14,395 | +0.1% | 0.30% | -4.2% |
| Q2 2018 | $1,222,000 | -10.1% | 14,376 | -10.7% | 0.31% | -4.9% |
| Q1 2018 | $1,360,000 | -6.1% | 16,097 | +0.1% | 0.32% | -7.4% |
| Q4 2017 | $1,449,000 | +0.1% | 16,077 | -4.5% | 0.35% | -5.1% |
| Q3 2017 | $1,447,000 | +3.4% | 16,836 | -0.0% | 0.37% | -5.6% |
| Q2 2017 | $1,400,000 | -11.2% | 16,837 | -12.2% | 0.39% | -20.2% |
| Q1 2017 | $1,577,000 | 0.0% | 19,170 | 0.0% | 0.49% | 0.0% |
| Q4 2016 | $1,577,000 | -6.0% | 19,170 | -7.1% | 0.49% | -8.1% |
| Q3 2016 | $1,677,000 | -1.6% | 20,627 | -0.5% | 0.53% | -10.0% |
| Q2 2016 | $1,704,000 | +3.6% | 20,740 | -1.6% | 0.59% | -12.4% |
| Q1 2016 | $1,644,000 | +2.2% | 21,072 | -3.8% | 0.68% | -54.8% |
| Q4 2015 | $1,608,000 | +3.9% | 21,902 | -1.5% | 1.49% | +103.0% |
| Q3 2015 | $1,547,000 | – | 22,237 | – | 0.74% | – |
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% |