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 | $228,831 | -1.9% | 2,314 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $233,228 | -66.4% | 2,314 | -66.1% | 0.01% | -66.7% |
| Q1 2023 | $693,220 | -8.8% | 6,819 | -6.5% | 0.04% | -7.7% |
| Q4 2022 | $760,327 | +14.2% | 7,294 | 0.0% | 0.04% | +18.2% |
| Q3 2022 | $666,000 | -9.0% | 7,294 | 0.0% | 0.03% | -5.7% |
| Q2 2022 | $732,000 | +200.0% | 7,294 | +219.4% | 0.04% | +169.2% |
| Q1 2022 | $244,000 | +6.6% | 2,284 | +0.4% | 0.01% | +8.3% |
| Q4 2021 | $229,000 | +7.0% | 2,275 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $214,000 | -2.7% | 2,275 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $220,000 | +3.3% | 2,275 | +1.3% | 0.01% | -14.3% |
| Q1 2021 | $213,000 | -96.1% | 2,245 | -99.0% | 0.01% | -97.0% |
| Q1 2017 | $5,519,000 | +46.5% | 228,020 | +4.4% | 0.47% | +37.8% |
| Q4 2016 | $3,768,000 | +640.3% | 218,403 | +3387.2% | 0.34% | +568.6% |
| Q3 2016 | $509,000 | -18.6% | 6,263 | -17.6% | 0.05% | -13.6% |
| Q2 2016 | $625,000 | +46.4% | 7,603 | +38.8% | 0.06% | +43.9% |
| Q1 2016 | $427,000 | +69.4% | 5,478 | +59.8% | 0.04% | +46.4% |
| Q4 2015 | $252,000 | +5.9% | 3,427 | 0.0% | 0.03% | +40.0% |
| Q3 2015 | $238,000 | -26.5% | 3,427 | -22.2% | 0.02% | -37.5% |
| Q2 2015 | $324,000 | -2.7% | 4,404 | -0.9% | 0.03% | -25.6% |
| Q1 2015 | $333,000 | -3.5% | 4,442 | -1.3% | 0.04% | -6.5% |
| Q4 2014 | $345,000 | -32.4% | 4,502 | -33.6% | 0.05% | -35.2% |
| Q3 2014 | $510,000 | -42.4% | 6,779 | -42.3% | 0.07% | -41.8% |
| Q2 2014 | $886,000 | -14.0% | 11,758 | -18.5% | 0.12% | -18.1% |
| Q1 2014 | $1,030,000 | +349.8% | 14,423 | +343.2% | 0.15% | +313.9% |
| Q4 2013 | $229,000 | +8.5% | 3,254 | +2.5% | 0.04% | +9.1% |
| Q2 2013 | $211,000 | – | 3,174 | – | 0.03% | – |
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% |