ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 731 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,169,253 | +21228.4% | 62,385 | +23005.6% | 0.02% | – |
| Q2 2023 | $28,925 | -98.9% | 270 | -99.0% | 0.00% | -100.0% |
| Q4 2022 | $2,725,563 | -73.0% | 26,147 | -76.3% | 0.02% | -75.0% |
| Q3 2022 | $10,093,000 | +70.1% | 110,555 | +87.2% | 0.06% | +36.4% |
| Q2 2022 | $5,933,000 | -18.8% | 59,072 | -13.6% | 0.04% | -29.0% |
| Q1 2022 | $7,311,000 | +747.2% | 68,400 | +647.5% | 0.06% | +463.6% |
| Q3 2021 | $863,000 | -77.5% | 9,151 | -77.4% | 0.01% | -82.0% |
| Q1 2021 | $3,843,000 | +1407.1% | 40,499 | +1291.2% | 0.06% | +1425.0% |
| Q4 2020 | $255,000 | -71.0% | 2,911 | -76.3% | 0.00% | -88.9% |
| Q1 2020 | $880,000 | -68.9% | 12,300 | -57.4% | 0.04% | -59.6% |
| Q4 2019 | $2,828,000 | – | 28,841 | – | 0.09% | – |
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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% |