ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 731 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,530,404 | -8.8% | 66,020 | -7.1% | 4.41% | -6.4% |
| Q2 2023 | $7,160,356 | +22.1% | 71,028 | -95.4% | 4.71% | -1.5% |
| Q1 2023 | $5,865,370 | -24.8% | 1,554,166 | +2028.1% | 4.78% | -1.4% |
| Q4 2022 | $7,796,404 | +66.2% | 73,029 | +42.2% | 4.85% | +56.7% |
| Q3 2022 | $4,690,000 | +3.3% | 51,372 | +13.6% | 3.09% | +18.5% |
| Q2 2022 | $4,540,000 | +11.2% | 45,206 | +18.3% | 2.61% | +28.8% |
| Q1 2022 | $4,084,000 | +3.4% | 38,206 | -2.3% | 2.03% | +2.0% |
| Q4 2021 | $3,948,000 | +13.8% | 39,089 | +12.4% | 1.99% | +0.1% |
| Q3 2021 | $3,468,000 | -11.1% | 34,792 | -13.5% | 1.98% | -18.3% |
| Q2 2021 | $3,900,000 | +0.0% | 40,204 | -1.5% | 2.43% | +3.9% |
| Q1 2021 | $3,899,000 | +17.4% | 40,811 | +10.3% | 2.34% | -7.5% |
| Q4 2020 | $3,321,000 | – | 36,986 | – | 2.53% | – |
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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% |