ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $37,083 | -1.9% | 375 | 0.0% | 0.02% | +4.2% |
Q2 2023 | $37,796 | -0.9% | 375 | 0.0% | 0.02% | -7.7% |
Q1 2023 | $38,122 | -1.8% | 375 | 0.0% | 0.03% | -13.3% |
Q4 2022 | $38,807 | +10.9% | 375 | 0.0% | 0.03% | +11.1% |
Q3 2022 | $35,000 | -7.9% | 375 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $38,000 | -5.0% | 375 | 0.0% | 0.03% | +8.0% |
Q1 2022 | $40,000 | +5.3% | 375 | 0.0% | 0.02% | +13.6% |
Q4 2021 | $38,000 | +5.6% | 375 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $36,000 | 0.0% | 375 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $36,000 | 0.0% | 375 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $36,000 | +5.9% | 375 | 0.0% | 0.02% | +4.8% |
Q4 2020 | $34,000 | +13.3% | 375 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $30,000 | 0.0% | 375 | 0.0% | 0.02% | -32.3% |
Q2 2020 | $30,000 | 0.0% | 375 | 0.0% | 0.03% | 0.0% |
Q1 2020 | $30,000 | -18.9% | 375 | 0.0% | 0.03% | +6.9% |
Q4 2019 | $37,000 | – | 375 | – | 0.03% | – |
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% |