ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 731 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,637 | -1.9% | 3,030 | 0.0% | 0.13% | +1.5% |
| Q2 2023 | $305,394 | -0.9% | 3,030 | 0.0% | 0.13% | -9.7% |
| Q1 2023 | $308,030 | -2.5% | 3,030 | 0.0% | 0.14% | -7.7% |
| Q4 2022 | $315,847 | +8.5% | 3,030 | -4.8% | 0.16% | -4.3% |
| Q3 2022 | $291,000 | -6.7% | 3,184 | +2.6% | 0.16% | -0.6% |
| Q2 2022 | $312,000 | -3.7% | 3,102 | +2.4% | 0.16% | +5.1% |
| Q1 2022 | $324,000 | +31.7% | 3,030 | +24.5% | 0.16% | +36.8% |
| Q4 2021 | $246,000 | +237.0% | 2,433 | +211.9% | 0.11% | +86.9% |
| Q3 2019 | $73,000 | – | 780 | – | 0.06% | – |
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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% |