ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,087 | -5.0% | 3,075 | -3.1% | 0.01% | 0.0% |
| Q2 2023 | $320,009 | -25.7% | 3,175 | -25.1% | 0.01% | -28.6% |
| Q1 2023 | $430,758 | -4.1% | 4,237 | -1.7% | 0.01% | -12.5% |
| Q4 2022 | $449,124 | -48.0% | 4,309 | -49.9% | 0.02% | -11.1% |
| Q2 2022 | $864,000 | +126.2% | 8,598 | +140.5% | 0.02% | +38.5% |
| Q1 2022 | $382,000 | +5.8% | 3,575 | 0.0% | 0.01% | +18.2% |
| Q4 2021 | $361,000 | +25.3% | 3,575 | 0.0% | 0.01% | -21.4% |
| Q3 2021 | $288,000 | -16.5% | 3,575 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $345,000 | +1.8% | 3,575 | 0.0% | 0.01% | -30.0% |
| Q1 2021 | $339,000 | +8.3% | 3,575 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $313,000 | +909.7% | 3,575 | +930.3% | 0.02% | +533.3% |
| Q4 2017 | $31,000 | -36.7% | 347 | -39.2% | 0.00% | -50.0% |
| Q3 2017 | $49,000 | – | 571 | – | 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% |