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 | $473,288 | -3.2% | 4,786 | -1.3% | 0.48% | +1.3% |
| Q2 2023 | $488,932 | +1.8% | 4,851 | +2.7% | 0.48% | -0.4% |
| Q1 2023 | $480,242 | -2.5% | 4,724 | 0.0% | 0.48% | -3.2% |
| Q4 2022 | $492,430 | +14.3% | 4,724 | 0.0% | 0.50% | +4.7% |
| Q3 2022 | $431,000 | -9.1% | 4,724 | 0.0% | 0.47% | -1.0% |
| Q2 2022 | $474,000 | -6.1% | 4,724 | 0.0% | 0.48% | +6.0% |
| Q1 2022 | $505,000 | +5.0% | 4,724 | -0.7% | 0.45% | +7.1% |
| Q4 2021 | $481,000 | – | 4,759 | – | 0.42% | – |
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% |