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 | $269,882 | -78.7% | 2,729 | -78.3% | 0.01% | -77.0% |
| Q2 2023 | $1,266,135 | -28.2% | 12,562 | -27.6% | 0.06% | -43.5% |
| Q1 2023 | $1,762,878 | -17.3% | 17,341 | -15.2% | 0.11% | -28.5% |
| Q4 2022 | $2,131,660 | +194.8% | 20,450 | +158.1% | 0.15% | +151.7% |
| Q3 2022 | $723,000 | -24.8% | 7,924 | -17.3% | 0.06% | -25.0% |
| Q2 2022 | $962,000 | – | 9,583 | – | 0.08% | – |
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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% |