ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 490 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,798,451 | +5.7% | 18,186 | +7.8% | 0.46% | +11.1% |
| Q2 2023 | $1,700,859 | +1.5% | 16,875 | +2.4% | 0.42% | -3.7% |
| Q1 2023 | $1,675,092 | -9.9% | 16,477 | -7.6% | 0.43% | -14.6% |
| Q4 2022 | $1,858,247 | +13.5% | 17,827 | -0.6% | 0.51% | +11.5% |
| Q3 2022 | $1,637,000 | -5.5% | 17,937 | +3.9% | 0.45% | -2.4% |
| Q2 2022 | $1,733,000 | +7.3% | 17,264 | +14.2% | 0.46% | +22.0% |
| Q1 2022 | $1,615,000 | +10.1% | 15,114 | +4.0% | 0.38% | +13.1% |
| Q4 2021 | $1,467,000 | +6.2% | 14,528 | -0.9% | 0.34% | -3.4% |
| Q3 2021 | $1,381,000 | -1.4% | 14,653 | +1.0% | 0.35% | -2.2% |
| Q2 2021 | $1,400,000 | +6.9% | 14,507 | +5.1% | 0.36% | -2.2% |
| Q1 2021 | $1,310,000 | +4.5% | 13,809 | -3.4% | 0.36% | -4.2% |
| Q4 2020 | $1,254,000 | +14.2% | 14,299 | +4.7% | 0.38% | -1.3% |
| Q3 2020 | $1,098,000 | -3.2% | 13,654 | -2.4% | 0.39% | -9.2% |
| Q2 2020 | $1,134,000 | +19.1% | 13,996 | +1.2% | 0.42% | -6.0% |
| Q1 2020 | $952,000 | -47.1% | 13,836 | -24.5% | 0.45% | -24.9% |
| Q4 2019 | $1,801,000 | +3.8% | 18,330 | -1.9% | 0.60% | -4.4% |
| Q3 2019 | $1,735,000 | -2.0% | 18,692 | +0.1% | 0.63% | -4.8% |
| Q2 2019 | $1,771,000 | -3.6% | 18,675 | -4.4% | 0.66% | -11.1% |
| Q1 2019 | $1,838,000 | +6.6% | 19,535 | -4.2% | 0.74% | -5.3% |
| Q4 2018 | $1,725,000 | – | 20,388 | – | 0.79% | – |
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% |