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 | $498,108 | -1.9% | 5,037 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $507,679 | -0.9% | 5,037 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $512,061 | -2.5% | 5,037 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $525,056 | +14.4% | 5,037 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $459,000 | -9.1% | 5,037 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $505,000 | -7.5% | 5,037 | -1.5% | 0.00% | 0.0% |
Q1 2022 | $546,000 | +5.8% | 5,114 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $516,000 | +20.8% | 5,114 | +12.7% | 0.00% | 0.0% |
Q3 2021 | $427,000 | -2.3% | 4,537 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $437,000 | +774.0% | 4,537 | +744.9% | 0.00% | – |
Q1 2021 | $50,000 | -50.0% | 537 | -53.3% | 0.00% | – |
Q4 2020 | $100,000 | +8.7% | 1,150 | 0.0% | 0.00% | – |
Q3 2020 | $92,000 | +114.0% | 1,150 | +114.2% | 0.00% | – |
Q2 2020 | $43,000 | +13.2% | 537 | 0.0% | 0.00% | – |
Q1 2020 | $38,000 | +35.7% | 537 | +82.7% | 0.00% | – |
Q4 2019 | $28,000 | +3.7% | 294 | 0.0% | 0.00% | – |
Q3 2019 | $27,000 | 0.0% | 294 | 0.0% | 0.00% | – |
Q2 2019 | $27,000 | +575.0% | 294 | +465.4% | 0.00% | – |
Q1 2019 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | – |
Q4 2018 | $4,000 | – | 52 | – | 0.00% | – |
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% |