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 | $18,862,575 | +6.2% | 190,743 | +8.3% | 2.97% | +2.9% |
| Q2 2023 | $17,753,957 | +5.7% | 176,148 | +6.6% | 2.88% | -2.9% |
| Q1 2023 | $16,790,776 | +2.4% | 165,166 | +5.0% | 2.97% | -5.2% |
| Q4 2022 | $16,397,265 | +20.5% | 157,303 | +5.5% | 3.13% | +3.4% |
| Q3 2022 | $13,610,000 | -2.2% | 149,081 | +7.6% | 3.03% | -2.9% |
| Q2 2022 | $13,914,000 | +2.6% | 138,540 | +10.6% | 3.12% | +4.5% |
| Q1 2022 | $13,558,000 | +13.7% | 125,316 | +6.1% | 2.98% | +11.9% |
| Q4 2021 | $11,925,000 | – | 118,085 | – | 2.67% | – |
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% |