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 | $413,459 | -1.9% | 4,181 | 0.0% | 0.11% | +5.9% |
| Q2 2023 | $421,403 | -0.9% | 4,181 | 0.0% | 0.10% | -11.3% |
| Q1 2023 | $425,040 | -5.2% | 4,181 | -2.7% | 0.12% | -14.2% |
| Q4 2022 | $448,128 | +3.5% | 4,299 | -9.3% | 0.13% | -2.9% |
| Q3 2022 | $433,000 | -20.7% | 4,741 | -12.8% | 0.14% | -15.9% |
| Q2 2022 | $546,000 | +8.3% | 5,434 | +15.3% | 0.16% | +35.5% |
| Q1 2022 | $504,000 | +50.0% | 4,713 | +41.8% | 0.12% | +61.3% |
| Q4 2021 | $336,000 | +7.3% | 3,324 | 0.0% | 0.08% | -5.1% |
| Q3 2021 | $313,000 | -2.5% | 3,324 | 0.0% | 0.08% | -7.1% |
| Q2 2021 | $321,000 | +0.9% | 3,324 | -0.8% | 0.08% | -11.5% |
| Q1 2021 | $318,000 | +10.0% | 3,351 | +1.5% | 0.10% | +4.3% |
| Q4 2020 | $289,000 | +0.7% | 3,301 | -7.6% | 0.09% | -12.4% |
| Q3 2020 | $287,000 | -13.8% | 3,571 | -13.1% | 0.10% | -17.3% |
| Q2 2020 | $333,000 | +1.2% | 4,108 | -10.7% | 0.13% | -17.0% |
| Q1 2020 | $329,000 | +3.1% | 4,598 | +41.2% | 0.15% | +29.7% |
| Q4 2019 | $319,000 | – | 3,257 | – | 0.12% | – |
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% |