ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 305 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,899,874 | +208219.5% | 19,212 | +112.3% | 0.04% | +100.0% |
| Q2 2023 | $912 | -60.5% | 9,051 | -60.1% | 0.02% | -62.0% |
| Q1 2023 | $2,308 | -85.1% | 22,708 | -84.8% | 0.05% | -85.6% |
| Q4 2022 | $15,533 | -94.9% | 149,009 | +4386.9% | 0.35% | +4871.4% |
| Q3 2022 | $303,000 | +9.4% | 3,321 | +20.2% | 0.01% | +16.7% |
| Q2 2022 | $277,000 | +16.9% | 2,763 | +24.5% | 0.01% | +20.0% |
| Q1 2022 | $237,000 | +5.8% | 2,219 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $224,000 | +7.2% | 2,219 | 0.0% | 0.01% | +25.0% |
| Q3 2021 | $209,000 | -5.0% | 2,219 | -2.7% | 0.00% | -20.0% |
| Q2 2021 | $220,000 | +4.3% | 2,280 | +2.7% | 0.01% | 0.0% |
| Q1 2021 | $211,000 | -4.5% | 2,219 | -11.9% | 0.01% | -16.7% |
| Q4 2020 | $221,000 | +8.9% | 2,519 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $203,000 | -0.5% | 2,519 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $204,000 | -17.4% | 2,519 | 0.0% | 0.01% | -22.2% |
| Q4 2019 | $247,000 | +1.6% | 2,519 | -2.3% | 0.01% | -10.0% |
| Q3 2019 | $243,000 | -0.4% | 2,579 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $244,000 | +1.2% | 2,579 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $241,000 | +10.6% | 2,579 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $218,000 | -4.4% | 2,579 | +2.4% | 0.01% | +10.0% |
| Q3 2018 | $228,000 | +6.5% | 2,519 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $214,000 | +0.5% | 2,519 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $213,000 | -6.2% | 2,519 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $227,000 | +4.6% | 2,519 | 0.0% | 0.01% | -9.1% |
| Q3 2017 | $217,000 | +3.8% | 2,519 | 0.0% | 0.01% | +10.0% |
| Q2 2017 | $209,000 | -0.9% | 2,519 | 0.0% | 0.01% | -9.1% |
| Q1 2017 | $211,000 | – | 2,519 | – | 0.01% | – |
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% |