ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 575 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,650,198 | +3.1% | 16,180 | 0.0% | 0.19% | -5.0% |
| Q3 2023 | $1,600,040 | -1.9% | 16,180 | 0.0% | 0.20% | +4.7% |
| Q2 2023 | $1,630,782 | -0.9% | 16,180 | 0.0% | 0.19% | -8.6% |
| Q1 2023 | $1,644,859 | -2.5% | 16,180 | 0.0% | 0.21% | -6.2% |
| Q4 2022 | $1,686,603 | +14.2% | 16,180 | 0.0% | 0.22% | +1.8% |
| Q3 2022 | $1,477,000 | -9.1% | 16,180 | 0.0% | 0.22% | -2.7% |
| Q2 2022 | $1,625,000 | -6.0% | 16,180 | 0.0% | 0.23% | +11.9% |
| Q1 2022 | $1,729,000 | +5.8% | 16,180 | 0.0% | 0.20% | +18.1% |
| Q4 2021 | $1,634,000 | +7.1% | 16,180 | 0.0% | 0.17% | -3.9% |
| Q3 2021 | $1,525,000 | -2.4% | 16,180 | 0.0% | 0.18% | -3.3% |
| Q2 2021 | $1,562,000 | +1.8% | 16,180 | 0.0% | 0.18% | -5.6% |
| Q1 2021 | $1,535,000 | +8.2% | 16,180 | 0.0% | 0.20% | +2.6% |
| Q4 2020 | $1,419,000 | +9.0% | 16,180 | 0.0% | 0.19% | -9.5% |
| Q3 2020 | $1,302,000 | -0.8% | 16,180 | 0.0% | 0.21% | -6.2% |
| Q2 2020 | $1,313,000 | +13.4% | 16,180 | 0.0% | 0.22% | -5.1% |
| Q1 2020 | $1,158,000 | -27.0% | 16,180 | 0.0% | 0.24% | -8.5% |
| Q4 2019 | $1,587,000 | +4.1% | 16,180 | 0.0% | 0.26% | -3.0% |
| Q3 2019 | $1,524,000 | -0.3% | 16,180 | 0.0% | 0.27% | -0.4% |
| Q2 2019 | $1,529,000 | +1.3% | 16,180 | 0.0% | 0.27% | -1.1% |
| Q1 2019 | $1,509,000 | +10.5% | 16,180 | 0.0% | 0.27% | -1.5% |
| Q4 2018 | $1,365,000 | – | 16,180 | – | 0.27% | – |
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% |