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 | $328,267 | -15.2% | 3,450 | -8.3% | 0.04% | -16.3% |
| Q2 2023 | $387,286 | -5.3% | 3,764 | -6.5% | 0.04% | -2.3% |
| Q1 2023 | $409,083 | -28.4% | 4,024 | -26.5% | 0.04% | -34.3% |
| Q4 2022 | $570,997 | +27.7% | 5,478 | +26.3% | 0.07% | +24.1% |
| Q3 2022 | $447,000 | -25.1% | 4,339 | -24.5% | 0.05% | -23.9% |
| Q2 2022 | $597,000 | +28.4% | 5,744 | +32.0% | 0.07% | +31.5% |
| Q1 2022 | $465,000 | -14.7% | 4,353 | -19.3% | 0.05% | -21.7% |
| Q4 2021 | $545,000 | – | 5,395 | – | 0.07% | – |
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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% |