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 | $1,063,661 | -2.1% | 10,756 | -0.2% | 0.30% | +1.3% |
Q2 2023 | $1,086,617 | -49.7% | 10,781 | -49.2% | 0.30% | -52.0% |
Q1 2023 | $2,159,208 | +4.9% | 21,240 | +7.6% | 0.62% | -4.9% |
Q4 2022 | $2,057,894 | +64.5% | 19,742 | +44.1% | 0.66% | +63.4% |
Q3 2022 | $1,251,000 | -5.4% | 13,704 | +4.1% | 0.40% | +3.1% |
Q2 2022 | $1,322,000 | +4.9% | 13,167 | +11.7% | 0.39% | +56.6% |
Q1 2022 | $1,260,000 | +4.7% | 11,789 | -1.0% | 0.25% | -1.6% |
Q4 2021 | $1,203,000 | +7.1% | 11,910 | 0.0% | 0.25% | +7.7% |
Q3 2021 | $1,123,000 | -4.4% | 11,910 | -2.1% | 0.24% | -2.1% |
Q2 2021 | $1,175,000 | +5.6% | 12,169 | +3.7% | 0.24% | -11.4% |
Q1 2021 | $1,113,000 | +12.5% | 11,734 | +4.0% | 0.27% | +3.4% |
Q4 2020 | $989,000 | +18.9% | 11,284 | +9.6% | 0.26% | +10.5% |
Q3 2020 | $832,000 | +13.5% | 10,297 | +14.0% | 0.24% | -6.3% |
Q2 2020 | $733,000 | -17.2% | 9,032 | -17.3% | 0.25% | -32.4% |
Q1 2020 | $885,000 | -25.1% | 10,917 | -9.4% | 0.37% | -9.0% |
Q4 2019 | $1,181,000 | – | 12,044 | – | 0.41% | – |
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% |