ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 513 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $454 | -63.4% | 4,504 | -63.1% | 0.02% | -60.0% |
| Q1 2023 | $1,242 | -100.0% | 12,214 | -64.4% | 0.05% | -70.2% |
| Q3 2022 | $3,136,000 | +73.6% | 34,350 | +91.0% | 0.17% | +75.0% |
| Q2 2022 | $1,806,000 | +90.1% | 17,985 | +66.0% | 0.10% | +47.7% |
| Q4 2020 | $950,000 | +47.5% | 10,837 | +35.4% | 0.06% | +35.4% |
| Q3 2020 | $644,000 | +98.8% | 8,004 | +123.0% | 0.05% | +65.5% |
| Q4 2017 | $324,000 | -97.5% | 3,589 | -97.7% | 0.03% | -96.3% |
| Q4 2016 | $12,893,000 | +8060.1% | 156,758 | +7947.1% | 0.79% | +5180.0% |
| Q3 2016 | $158,000 | – | 1,948 | – | 0.02% | – |
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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% |