ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $466,000 | +3.8% | 4,931 | +2.6% | 0.09% | 0.0% |
| Q1 2019 | $449,000 | -5.1% | 4,808 | -14.2% | 0.09% | -17.1% |
| Q4 2018 | $473,000 | -21.9% | 5,601 | -16.3% | 0.11% | -14.6% |
| Q3 2018 | $606,000 | +13.1% | 6,690 | +6.0% | 0.13% | +8.3% |
| Q2 2018 | $536,000 | -0.9% | 6,311 | -1.4% | 0.12% | -18.9% |
| Q1 2018 | $541,000 | -3.4% | 6,403 | +3.0% | 0.15% | +11.3% |
| Q4 2017 | $560,000 | +161.7% | 6,217 | +149.4% | 0.13% | +146.3% |
| Q3 2017 | $214,000 | – | 2,493 | – | 0.05% | – |
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% |