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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,687,014 | -2.4% | 37,284 | -0.5% | 2.58% | -3.6% |
Q2 2023 | $3,777,639 | -0.5% | 37,480 | +0.3% | 2.67% | -2.4% |
Q1 2023 | $3,797,820 | -10.2% | 37,358 | -7.9% | 2.74% | -11.0% |
Q4 2022 | $4,229,138 | +7.4% | 40,571 | -5.9% | 3.08% | -1.0% |
Q3 2022 | $3,936,000 | -19.9% | 43,118 | -11.9% | 3.11% | -12.4% |
Q2 2022 | $4,913,000 | -22.3% | 48,924 | -17.3% | 3.55% | -15.1% |
Q1 2022 | $6,324,000 | +23.2% | 59,159 | +16.4% | 4.18% | +35.5% |
Q4 2021 | $5,134,000 | +16.6% | 50,834 | +8.8% | 3.09% | +14.1% |
Q3 2021 | $4,404,000 | -3.6% | 46,720 | -1.3% | 2.70% | -2.6% |
Q2 2021 | $4,570,000 | +21.4% | 47,346 | +19.4% | 2.78% | +13.8% |
Q1 2021 | $3,764,000 | +26.1% | 39,662 | +16.5% | 2.44% | +16.6% |
Q4 2020 | $2,984,000 | +18.3% | 34,035 | +8.6% | 2.09% | +16.7% |
Q3 2020 | $2,522,000 | – | 31,337 | – | 1.79% | – |
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% |