ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $283,392 | -2.4% | 2,866 | -0.5% | 0.16% | -6.6% |
| Q2 2023 | $290,348 | -1.4% | 2,881 | -0.5% | 0.17% | -10.7% |
| Q1 2023 | $294,372 | -5.8% | 2,896 | -3.4% | 0.19% | -16.5% |
| Q4 2022 | $312,361 | -29.0% | 2,997 | -37.8% | 0.22% | -28.7% |
| Q3 2022 | $440,000 | -0.9% | 4,817 | +9.0% | 0.31% | +24.6% |
| Q2 2022 | $444,000 | +52.1% | 4,421 | +61.6% | 0.25% | +80.0% |
| Q1 2022 | $292,000 | +5.8% | 2,735 | 0.0% | 0.14% | +10.2% |
| Q4 2021 | $276,000 | +7.0% | 2,735 | 0.0% | 0.13% | -5.2% |
| Q3 2021 | $258,000 | -10.4% | 2,735 | -8.4% | 0.13% | -13.5% |
| Q2 2021 | $288,000 | +3.6% | 2,985 | +2.0% | 0.16% | -2.5% |
| Q1 2021 | $278,000 | -20.8% | 2,926 | -27.0% | 0.16% | -30.3% |
| Q4 2020 | $351,000 | +12.5% | 4,006 | +3.2% | 0.23% | -15.9% |
| Q3 2020 | $312,000 | +23.8% | 3,880 | +24.5% | 0.27% | -1.1% |
| Q2 2020 | $252,000 | +12.5% | 3,116 | -0.7% | 0.27% | -3.9% |
| Q1 2020 | $224,000 | -28.2% | 3,139 | -1.6% | 0.28% | +6.7% |
| Q4 2019 | $312,000 | – | 3,190 | – | 0.27% | – |
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% |