ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 513 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,875 | -1.9% | 2,365 | 0.0% | 0.15% | -2.0% |
| Q2 2023 | $238,368 | -0.9% | 2,365 | 0.0% | 0.15% | -2.6% |
| Q1 2023 | $240,426 | -2.5% | 2,365 | 0.0% | 0.16% | -7.7% |
| Q4 2022 | $246,528 | +14.1% | 2,365 | 0.0% | 0.17% | +4.3% |
| Q3 2022 | $216,000 | -9.2% | 2,365 | 0.0% | 0.16% | -0.6% |
| Q2 2022 | $238,000 | -5.9% | 2,365 | 0.0% | 0.16% | +8.7% |
| Q1 2022 | $253,000 | +5.9% | 2,365 | 0.0% | 0.15% | +10.3% |
| Q4 2021 | $239,000 | +7.2% | 2,365 | 0.0% | 0.14% | +1.5% |
| Q3 2021 | $223,000 | -2.2% | 2,365 | 0.0% | 0.13% | -2.9% |
| Q2 2021 | $228,000 | +1.8% | 2,365 | 0.0% | 0.14% | -2.8% |
| Q1 2021 | $224,000 | +8.2% | 2,365 | 0.0% | 0.14% | +3.6% |
| Q4 2020 | $207,000 | -10.8% | 2,365 | 0.0% | 0.14% | -23.0% |
| Q4 2019 | $232,000 | +4.0% | 2,365 | 0.0% | 0.18% | +0.6% |
| Q3 2019 | $223,000 | 0.0% | 2,365 | 0.0% | 0.18% | -0.6% |
| Q2 2019 | $223,000 | +0.9% | 2,365 | 0.0% | 0.18% | -1.7% |
| Q1 2019 | $221,000 | +10.5% | 2,365 | 0.0% | 0.18% | +1.7% |
| Q4 2018 | $200,000 | -6.5% | 2,365 | 0.0% | 0.18% | +1.7% |
| Q3 2018 | $214,000 | +6.5% | 2,365 | 0.0% | 0.18% | +2.9% |
| Q2 2018 | $201,000 | +0.5% | 2,365 | 0.0% | 0.17% | +3.0% |
| Q1 2018 | $200,000 | -6.1% | 2,365 | 0.0% | 0.16% | -6.2% |
| Q4 2017 | $213,000 | +4.9% | 2,365 | 0.0% | 0.18% | +1.7% |
| Q3 2017 | $203,000 | – | 2,365 | – | 0.17% | – |
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% |