ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $222,940 | -2.5% | 2,193 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $228,598 | +14.3% | 2,193 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $200,000 | -9.1% | 2,193 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $220,000 | -20.3% | 2,193 | -43.1% | 0.00% | -50.0% |
| Q1 2020 | $276,000 | -96.1% | 3,853 | -94.7% | 0.01% | -94.8% |
| Q4 2019 | $7,102,000 | +4.9% | 72,415 | +0.7% | 0.12% | -3.4% |
| Q3 2019 | $6,769,000 | -1.8% | 71,892 | -1.4% | 0.12% | -4.0% |
| Q2 2019 | $6,893,000 | +15.3% | 72,937 | +13.9% | 0.12% | +11.7% |
| Q1 2019 | $5,976,000 | +12.5% | 64,056 | +1.7% | 0.11% | -1.8% |
| Q4 2018 | $5,313,000 | -0.1% | 62,961 | +7.2% | 0.11% | +15.3% |
| Q3 2018 | $5,320,000 | +7.8% | 58,756 | +1.2% | 0.10% | 0.0% |
| Q2 2018 | $4,935,000 | +16.3% | 58,066 | +15.6% | 0.10% | +15.3% |
| Q1 2018 | $4,243,000 | -10.4% | 50,220 | -4.3% | 0.08% | -8.6% |
| Q4 2017 | $4,733,000 | +7.6% | 52,503 | +2.6% | 0.09% | +1.1% |
| Q3 2017 | $4,398,000 | +6.6% | 51,169 | +3.1% | 0.09% | +2.2% |
| Q2 2017 | $4,127,000 | -0.8% | 49,649 | +0.1% | 0.09% | -5.3% |
| Q1 2017 | $4,161,000 | +29.1% | 49,620 | +26.7% | 0.10% | +21.8% |
| Q4 2016 | $3,222,000 | +0.6% | 39,170 | -0.6% | 0.08% | -2.5% |
| Q3 2016 | $3,202,000 | +4.0% | 39,395 | +5.1% | 0.08% | +3.9% |
| Q2 2016 | $3,080,000 | +10.0% | 37,495 | +4.4% | 0.08% | +5.5% |
| Q1 2016 | $2,801,000 | +14.1% | 35,900 | +7.4% | 0.07% | +10.6% |
| Q4 2015 | $2,454,000 | +15.8% | 33,432 | +8.2% | 0.07% | +6.5% |
| Q3 2015 | $2,119,000 | -11.1% | 30,891 | -4.7% | 0.06% | -4.6% |
| Q2 2015 | $2,384,000 | +21.1% | 32,411 | +23.5% | 0.06% | +20.4% |
| Q1 2015 | $1,968,000 | +4.5% | 26,240 | +6.6% | 0.05% | +1.9% |
| Q4 2014 | $1,883,000 | +52.3% | 24,605 | +49.7% | 0.05% | +43.2% |
| Q3 2014 | $1,236,000 | +25.5% | 16,432 | +25.8% | 0.04% | +27.6% |
| Q2 2014 | $985,000 | +73.7% | 13,067 | +64.6% | 0.03% | +61.1% |
| Q1 2014 | $567,000 | +17.1% | 7,938 | +15.2% | 0.02% | +28.6% |
| Q4 2013 | $484,000 | +72.9% | 6,888 | +63.4% | 0.01% | +55.6% |
| Q2 2013 | $280,000 | – | 4,215 | – | 0.01% | – |
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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% |