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 | $2,144,825 | +1.8% | 21,689 | +3.7% | 0.35% | +59.7% |
| Q2 2023 | $2,107,317 | -0.1% | 20,908 | +0.7% | 0.22% | -6.8% |
| Q1 2023 | $2,110,101 | +1.7% | 20,756 | +4.2% | 0.24% | -7.4% |
| Q4 2022 | $2,075,381 | +5.5% | 19,910 | -7.6% | 0.26% | -4.5% |
| Q3 2022 | $1,968,000 | -7.2% | 21,557 | +2.1% | 0.27% | -3.6% |
| Q2 2022 | $2,120,000 | +25.4% | 21,111 | +33.4% | 0.28% | +48.7% |
| Q1 2022 | $1,691,000 | +26.2% | 15,820 | +19.2% | 0.19% | +29.9% |
| Q4 2021 | $1,340,000 | -9.0% | 13,272 | -15.0% | 0.14% | -25.8% |
| Q3 2021 | $1,472,000 | -0.6% | 15,616 | +1.8% | 0.19% | -18.8% |
| Q2 2021 | $1,481,000 | +4.4% | 15,345 | +2.6% | 0.24% | -17.9% |
| Q1 2021 | $1,419,000 | +10.5% | 14,958 | +2.1% | 0.29% | -26.5% |
| Q4 2020 | $1,284,000 | – | 14,650 | – | 0.40% | – |
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% |