ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 697 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $579,990 | -1.9% | 5,865 | 0.0% | 0.18% | +2.3% |
Q2 2023 | $591,133 | -0.9% | 5,865 | 0.0% | 0.18% | -10.7% |
Q1 2023 | $596,236 | -2.5% | 5,865 | 0.0% | 0.20% | -11.3% |
Q4 2022 | $611,368 | +14.3% | 5,865 | 0.0% | 0.22% | +2.3% |
Q3 2022 | $535,000 | -9.2% | 5,865 | 0.0% | 0.22% | -6.9% |
Q2 2022 | $589,000 | -6.1% | 5,865 | 0.0% | 0.23% | +17.2% |
Q1 2022 | $627,000 | +5.9% | 5,865 | 0.0% | 0.20% | -0.5% |
Q4 2021 | $592,000 | +4.6% | 5,865 | 0.0% | 0.20% | -10.0% |
Q2 2021 | $566,000 | +1.6% | 5,865 | 0.0% | 0.22% | -6.4% |
Q1 2021 | $557,000 | +8.4% | 5,865 | 0.0% | 0.24% | 0.0% |
Q4 2020 | $514,000 | +8.9% | 5,865 | 0.0% | 0.24% | -10.9% |
Q3 2020 | $472,000 | -0.8% | 5,865 | 0.0% | 0.26% | -14.8% |
Q2 2020 | $476,000 | +13.3% | 5,865 | 0.0% | 0.31% | -2.5% |
Q1 2020 | $420,000 | -27.0% | 5,865 | 0.0% | 0.32% | -23.3% |
Q4 2019 | $575,000 | +4.2% | 5,865 | 0.0% | 0.42% | +2.2% |
Q3 2019 | $552,000 | -0.4% | 5,865 | 0.0% | 0.41% | -13.8% |
Q2 2019 | $554,000 | +1.3% | 5,865 | 0.0% | 0.47% | -3.5% |
Q1 2019 | $547,000 | +11.4% | 5,865 | 0.0% | 0.49% | +26.4% |
Q4 2018 | $491,000 | – | 5,865 | – | 0.39% | – |
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% |