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 | $812,975 | -11.4% | 8,221 | -9.7% | 0.16% | -6.0% |
| Q2 2023 | $917,491 | -8.4% | 9,103 | -7.6% | 0.17% | -14.0% |
| Q1 2023 | $1,001,148 | -11.0% | 9,848 | -8.7% | 0.19% | -14.6% |
| Q4 2022 | $1,124,541 | +13.2% | 10,788 | -0.8% | 0.23% | -2.6% |
| Q3 2022 | $993,000 | -9.1% | 10,871 | -0.1% | 0.23% | -6.1% |
| Q2 2022 | $1,092,000 | -8.6% | 10,877 | -2.7% | 0.25% | +7.4% |
| Q1 2022 | $1,195,000 | -23.6% | 11,180 | -27.9% | 0.23% | -25.3% |
| Q4 2021 | $1,565,000 | -0.2% | 15,501 | -6.8% | 0.31% | -13.7% |
| Q3 2021 | $1,568,000 | -5.8% | 16,638 | -3.6% | 0.36% | -5.3% |
| Q2 2021 | $1,665,000 | +3.3% | 17,253 | +1.6% | 0.38% | -1.0% |
| Q1 2021 | $1,612,000 | +1.5% | 16,984 | -6.3% | 0.38% | -6.4% |
| Q4 2020 | $1,588,000 | +3.7% | 18,117 | -4.7% | 0.41% | +2.8% |
| Q3 2020 | $1,531,000 | -4.6% | 19,018 | -3.8% | 0.40% | -9.4% |
| Q2 2020 | $1,604,000 | – | 19,766 | – | 0.44% | – |
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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% |