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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,217,830 | +14.4% | 12,315 | +16.6% | 0.04% | +20.0% |
| Q2 2023 | $1,064,846 | -0.9% | 10,565 | 0.0% | 0.04% | -7.9% |
| Q1 2023 | $1,074,038 | -2.5% | 10,565 | 0.0% | 0.04% | -2.6% |
| Q4 2022 | $1,101,296 | +14.2% | 10,565 | 0.0% | 0.04% | +8.3% |
| Q3 2022 | $964,000 | -54.6% | 10,565 | -50.0% | 0.04% | -5.3% |
| Q2 2022 | $2,122,000 | +99.4% | 21,130 | +112.3% | 0.04% | +11.8% |
| Q1 2022 | $1,064,000 | +5.9% | 9,953 | 0.0% | 0.03% | +13.3% |
| Q4 2021 | $1,005,000 | +7.1% | 9,953 | 0.0% | 0.03% | -3.2% |
| Q3 2021 | $938,000 | -2.4% | 9,953 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $961,000 | – | 9,953 | – | 0.03% | – |
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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% |