ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 691 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,621,486 | -3.5% | 16,231 | -2.6% | 0.01% | +200.0% |
| Q2 2023 | $1,680,295 | +217.1% | 16,671 | +219.9% | 0.00% | -81.8% |
| Q1 2023 | $529,818 | -2.4% | 5,211 | -0.2% | 0.01% | +57.1% |
| Q4 2022 | $543,070 | +8.6% | 5,222 | -4.6% | 0.01% | +16.7% |
| Q3 2022 | $500,000 | -4.6% | 5,472 | +4.9% | 0.01% | 0.0% |
| Q2 2022 | $524,000 | +130.8% | 5,214 | +144.9% | 0.01% | +200.0% |
| Q1 2022 | $227,000 | +0.4% | 2,129 | -4.9% | 0.00% | 0.0% |
| Q4 2021 | $226,000 | -5.8% | 2,238 | -12.4% | 0.00% | -33.3% |
| Q3 2021 | $240,000 | -6.2% | 2,555 | -3.5% | 0.00% | -25.0% |
| Q2 2021 | $256,000 | +27.4% | 2,648 | +24.7% | 0.00% | +33.3% |
| Q1 2021 | $201,000 | -8.2% | 2,123 | -22.1% | 0.00% | -25.0% |
| Q3 2020 | $219,000 | – | 2,725 | – | 0.00% | – |
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% |