ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 731 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,699 | -15.5% | 3,253 | -13.8% | 0.05% | -11.7% |
| Q2 2023 | $380,512 | -0.1% | 3,775 | +0.7% | 0.06% | -10.4% |
| Q1 2023 | $380,958 | -1.7% | 3,747 | +0.8% | 0.07% | -14.1% |
| Q4 2022 | $387,563 | +15.3% | 3,718 | +1.0% | 0.08% | +6.8% |
| Q3 2022 | $336,000 | -7.9% | 3,680 | +1.2% | 0.07% | -5.2% |
| Q2 2022 | $365,000 | -5.4% | 3,636 | +0.7% | 0.08% | +10.0% |
| Q1 2022 | $386,000 | +6.6% | 3,610 | +0.7% | 0.07% | +9.4% |
| Q4 2021 | $362,000 | +8.1% | 3,586 | +1.0% | 0.06% | -3.0% |
| Q3 2021 | $335,000 | -6.7% | 3,550 | -4.5% | 0.07% | -8.3% |
| Q2 2021 | $359,000 | +2.6% | 3,717 | +0.8% | 0.07% | -10.0% |
| Q1 2021 | $350,000 | -2.8% | 3,689 | -8.0% | 0.08% | -2.4% |
| Q4 2020 | $360,000 | +23.3% | 4,011 | +10.7% | 0.08% | +2.5% |
| Q3 2020 | $292,000 | -4.6% | 3,622 | +1.0% | 0.08% | -16.7% |
| Q2 2020 | $306,000 | +5.2% | 3,586 | -3.6% | 0.10% | -15.0% |
| Q1 2020 | $291,000 | -29.2% | 3,721 | -11.1% | 0.11% | -18.1% |
| Q4 2019 | $411,000 | +1.7% | 4,186 | -0.6% | 0.14% | -9.8% |
| Q3 2019 | $404,000 | +1.8% | 4,210 | +0.8% | 0.15% | -6.1% |
| Q2 2019 | $397,000 | +2.6% | 4,176 | +0.7% | 0.16% | -4.1% |
| Q1 2019 | $387,000 | +11.5% | 4,146 | +0.8% | 0.17% | -11.5% |
| Q4 2018 | $347,000 | – | 4,114 | – | 0.19% | – |
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% |