ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 481 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,724 | -1.9% | 159 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $16,026 | -0.9% | 159 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $16,164 | -2.5% | 159 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $16,574 | +10.5% | 159 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 159 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -5.9% | 159 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $17,000 | +6.2% | 159 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $16,000 | +6.7% | 159 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $15,000 | 0.0% | 159 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | 0.0% | 159 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $15,000 | +7.1% | 159 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $14,000 | -56.2% | 159 | -60.6% | 0.01% | -60.0% |
| Q3 2020 | $32,000 | -3.0% | 404 | 0.0% | 0.02% | -13.0% |
| Q2 2020 | $33,000 | +13.8% | 404 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $29,000 | -53.2% | 404 | -35.8% | 0.02% | -37.8% |
| Q4 2019 | $62,000 | +5.1% | 629 | 0.0% | 0.04% | -5.1% |
| Q3 2019 | $59,000 | 0.0% | 629 | 0.0% | 0.04% | -2.5% |
| Q2 2019 | $59,000 | 0.0% | 629 | 0.0% | 0.04% | -9.1% |
| Q1 2019 | $59,000 | +11.3% | 629 | 0.0% | 0.04% | -6.4% |
| Q4 2018 | $53,000 | -15.9% | 629 | -10.0% | 0.05% | +6.8% |
| Q3 2018 | $63,000 | -4.5% | 699 | -10.3% | 0.04% | -12.0% |
| Q2 2018 | $66,000 | 0.0% | 779 | 0.0% | 0.05% | -3.8% |
| Q1 2018 | $66,000 | -70.1% | 779 | -68.3% | 0.05% | -66.9% |
| Q4 2017 | $221,000 | – | 2,459 | – | 0.16% | – |
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% |