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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,150,203 | +8.3% | 21,080 | +5.0% | 0.80% | +0.3% |
| Q3 2023 | $1,986,159 | -1.1% | 20,083 | +0.8% | 0.80% | +2.2% |
| Q2 2023 | $2,008,196 | +4.5% | 19,923 | +5.4% | 0.78% | -0.5% |
| Q1 2023 | $1,921,842 | -3.4% | 18,903 | -0.9% | 0.78% | +1.3% |
| Q4 2022 | $1,988,767 | +14.9% | 19,079 | +0.6% | 0.77% | +4.5% |
| Q3 2022 | $1,731,000 | -9.0% | 18,962 | +0.1% | 0.74% | -6.2% |
| Q2 2022 | $1,902,000 | -4.7% | 18,943 | +1.5% | 0.79% | +8.8% |
| Q1 2022 | $1,995,000 | +5.9% | 18,664 | +0.1% | 0.72% | +10.2% |
| Q4 2021 | $1,884,000 | – | 18,654 | – | 0.66% | – |
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% |