ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 600 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,379,805 | -8.3% | 13,953 | -6.6% | 0.15% | -4.4% |
| Q2 2023 | $1,504,994 | -2.7% | 14,932 | -1.9% | 0.16% | -9.7% |
| Q1 2023 | $1,547,046 | -4.0% | 15,218 | -1.6% | 0.18% | -10.7% |
| Q4 2022 | $1,612,018 | +16.2% | 15,464 | +1.8% | 0.20% | +10.7% |
| Q3 2022 | $1,387,000 | -8.2% | 15,194 | +1.0% | 0.18% | -0.6% |
| Q2 2022 | $1,511,000 | +6.3% | 15,042 | +11.0% | 0.18% | +7.2% |
| Q1 2022 | $1,422,000 | +16.8% | 13,550 | +12.4% | 0.17% | +45.2% |
| Q4 2021 | $1,217,000 | +5.6% | 12,053 | -1.5% | 0.12% | -6.5% |
| Q3 2021 | $1,153,000 | -78.3% | 12,236 | -79.4% | 0.12% | -66.4% |
| Q2 2021 | $5,307,000 | +304.8% | 59,259 | +328.9% | 0.37% | +137.7% |
| Q1 2021 | $1,311,000 | -67.9% | 13,815 | -70.4% | 0.15% | -73.4% |
| Q4 2020 | $4,090,000 | -3.7% | 46,656 | -11.6% | 0.58% | -26.0% |
| Q3 2020 | $4,246,000 | +25.8% | 52,760 | +26.9% | 0.78% | +5.4% |
| Q2 2020 | $3,375,000 | -22.8% | 41,588 | -32.0% | 0.74% | -51.8% |
| Q1 2020 | $4,373,000 | +2.6% | 61,123 | +40.6% | 1.54% | +67.9% |
| Q4 2019 | $4,263,000 | +7.2% | 43,472 | +3.0% | 0.92% | -3.2% |
| Q3 2019 | $3,976,000 | +10.7% | 42,226 | +11.1% | 0.95% | +13.5% |
| Q2 2019 | $3,592,000 | +2.2% | 38,008 | +0.9% | 0.84% | +7.2% |
| Q1 2019 | $3,516,000 | +188.4% | 37,686 | +160.9% | 0.78% | +156.9% |
| Q4 2018 | $1,219,000 | -20.1% | 14,443 | -14.3% | 0.30% | -5.6% |
| Q3 2018 | $1,526,000 | -65.9% | 16,856 | -68.0% | 0.32% | -67.6% |
| Q2 2018 | $4,472,000 | +72.2% | 52,613 | +71.2% | 0.99% | +70.8% |
| Q1 2018 | $2,597,000 | +133.5% | 30,738 | +149.3% | 0.58% | +57.3% |
| Q4 2017 | $1,112,000 | -53.7% | 12,332 | -55.8% | 0.37% | -34.6% |
| Q3 2017 | $2,400,000 | +127.5% | 27,923 | +120.0% | 0.57% | +58.5% |
| Q2 2017 | $1,055,000 | -66.8% | 12,695 | -66.5% | 0.36% | -55.8% |
| Q1 2017 | $3,181,000 | +46.8% | 37,934 | +44.0% | 0.81% | +25.1% |
| Q4 2016 | $2,167,000 | +29.3% | 26,347 | +27.8% | 0.65% | +21.2% |
| Q3 2016 | $1,676,000 | +2.8% | 20,622 | +4.0% | 0.53% | +7.9% |
| Q2 2016 | $1,630,000 | +71.2% | 19,838 | +62.5% | 0.49% | +64.1% |
| Q1 2016 | $952,000 | +18.9% | 12,208 | +11.9% | 0.30% | +15.8% |
| Q4 2015 | $801,000 | +3.8% | 10,913 | -1.6% | 0.26% | -9.7% |
| Q3 2015 | $772,000 | +19.0% | 11,088 | +25.7% | 0.29% | +47.7% |
| Q2 2015 | $649,000 | -2.4% | 8,820 | -0.5% | 0.20% | -3.0% |
| Q1 2015 | $665,000 | -3.5% | 8,864 | -1.5% | 0.20% | -13.0% |
| Q4 2014 | $689,000 | +8.5% | 8,996 | +6.5% | 0.23% | -0.9% |
| Q3 2014 | $635,000 | +5.0% | 8,446 | +5.3% | 0.23% | +7.9% |
| Q2 2014 | $605,000 | +8.0% | 8,021 | +2.4% | 0.22% | -1.4% |
| Q1 2014 | $560,000 | +35.6% | 7,832 | +33.2% | 0.22% | +7.4% |
| Q4 2013 | $413,000 | +85.2% | 5,881 | +74.8% | 0.20% | +55.7% |
| Q3 2013 | $223,000 | – | 3,364 | – | 0.13% | – |
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% |