ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 689 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $636,693 | -1.1% | 6,317 | -0.3% | 0.02% | -14.3% |
| Q1 2023 | $643,828 | -31.7% | 6,333 | -30.0% | 0.03% | -39.1% |
| Q4 2022 | $942,434 | -8.1% | 9,041 | -19.5% | 0.05% | -19.3% |
| Q3 2022 | $1,025,000 | -8.7% | 11,230 | +0.4% | 0.06% | -10.9% |
| Q2 2022 | $1,123,000 | +59.3% | 11,181 | +69.4% | 0.06% | +60.0% |
| Q1 2022 | $705,000 | -1.5% | 6,599 | -6.9% | 0.04% | 0.0% |
| Q4 2021 | $716,000 | +17.6% | 7,090 | +9.8% | 0.04% | -2.4% |
| Q3 2021 | $609,000 | +0.7% | 6,457 | +3.0% | 0.04% | -4.7% |
| Q2 2021 | $605,000 | -4.6% | 6,270 | -6.1% | 0.04% | -23.2% |
| Q1 2021 | $634,000 | -9.2% | 6,678 | -16.1% | 0.06% | -28.2% |
| Q4 2020 | $698,000 | -4.5% | 7,960 | -12.3% | 0.08% | -20.4% |
| Q3 2020 | $731,000 | -0.4% | 9,080 | +0.4% | 0.10% | -14.0% |
| Q2 2020 | $734,000 | +48.3% | 9,043 | +30.8% | 0.11% | +17.5% |
| Q1 2020 | $495,000 | -39.9% | 6,912 | -20.9% | 0.10% | -27.1% |
| Q3 2019 | $823,000 | +20.3% | 8,743 | +20.8% | 0.13% | +13.7% |
| Q2 2019 | $684,000 | -24.3% | 7,239 | -25.2% | 0.12% | -27.3% |
| Q1 2019 | $903,000 | – | 9,677 | – | 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% |