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 | $1,002,106 | -6.2% | 10,134 | -4.4% | 0.02% | -4.5% |
Q2 2023 | $1,068,558 | -4.7% | 10,602 | -3.9% | 0.02% | -8.3% |
Q1 2023 | $1,121,363 | +4.0% | 11,031 | +6.7% | 0.02% | -4.0% |
Q4 2022 | $1,078,197 | -9.9% | 10,343 | -21.1% | 0.02% | +4.2% |
Q3 2022 | $1,197,000 | -0.6% | 13,112 | +9.3% | 0.02% | +4.3% |
Q2 2022 | $1,204,000 | -8.9% | 11,992 | -3.0% | 0.02% | 0.0% |
Q1 2022 | $1,322,000 | +5.7% | 12,363 | -0.2% | 0.02% | +4.5% |
Q4 2021 | $1,251,000 | +5.3% | 12,391 | -1.7% | 0.02% | 0.0% |
Q3 2021 | $1,188,000 | -10.9% | 12,604 | -8.8% | 0.02% | -8.3% |
Q2 2021 | $1,334,000 | +0.6% | 13,822 | -1.1% | 0.02% | -7.7% |
Q1 2021 | $1,326,000 | +15.4% | 13,970 | +6.6% | 0.03% | +13.0% |
Q4 2020 | $1,149,000 | +7.0% | 13,105 | -1.8% | 0.02% | -4.2% |
Q3 2020 | $1,074,000 | -4.2% | 13,346 | -3.4% | 0.02% | -7.7% |
Q2 2020 | $1,121,000 | +13.1% | 13,810 | -0.3% | 0.03% | 0.0% |
Q1 2020 | $991,000 | -29.5% | 13,856 | -3.4% | 0.03% | -16.1% |
Q4 2019 | $1,406,000 | +9.7% | 14,339 | +5.3% | 0.03% | +10.7% |
Q3 2019 | $1,282,000 | +5.5% | 13,620 | +6.0% | 0.03% | +3.7% |
Q2 2019 | $1,215,000 | +63.3% | 12,855 | +61.3% | 0.03% | +58.8% |
Q1 2019 | $744,000 | +56.0% | 7,970 | +41.1% | 0.02% | +54.5% |
Q4 2018 | $477,000 | -26.0% | 5,649 | -20.7% | 0.01% | -21.4% |
Q3 2018 | $645,000 | -8.8% | 7,120 | -14.4% | 0.01% | -12.5% |
Q2 2018 | $707,000 | -16.7% | 8,319 | -17.2% | 0.02% | -15.8% |
Q1 2018 | $849,000 | +22.3% | 10,049 | +30.5% | 0.02% | +26.7% |
Q4 2017 | $694,000 | – | 7,703 | – | 0.02% | – |
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% |