ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 697 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,293,917 | -2.2% | 43,421 | -0.3% | 6.02% | +3.8% |
| Q2 2023 | $4,391,738 | -38.1% | 43,573 | -37.5% | 5.80% | -37.4% |
| Q1 2023 | $7,092,583 | -4.4% | 69,768 | -2.0% | 9.27% | -7.2% |
| Q4 2022 | $7,418,854 | +47.5% | 71,176 | +29.2% | 9.99% | +42.6% |
| Q3 2022 | $5,031,000 | -9.9% | 55,105 | -1.0% | 7.01% | -6.9% |
| Q2 2022 | $5,585,000 | +9.5% | 55,636 | +16.6% | 7.52% | +49.2% |
| Q1 2022 | $5,099,000 | – | 47,707 | – | 5.04% | – |
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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% |