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 | $1,093,940 | -28.7% | 11,062 | -27.3% | 0.02% | -32.1% |
| Q2 2023 | $1,534,314 | +12.0% | 15,223 | +13.0% | 0.03% | +7.7% |
| Q1 2023 | $1,369,720 | -47.0% | 13,474 | -45.6% | 0.03% | -50.9% |
| Q4 2022 | $2,582,558 | -64.3% | 24,775 | -68.8% | 0.05% | -66.9% |
| Q3 2022 | $7,244,000 | -46.6% | 79,354 | -41.2% | 0.16% | -43.7% |
| Q2 2022 | $13,557,000 | +517.3% | 134,985 | +556.9% | 0.28% | +647.4% |
| Q1 2022 | $2,196,000 | +28.9% | 20,548 | +21.9% | 0.04% | +26.7% |
| Q4 2021 | $1,703,000 | -23.6% | 16,861 | -28.7% | 0.03% | -25.0% |
| Q3 2021 | $2,230,000 | +226.5% | 23,655 | +147.8% | 0.04% | -23.1% |
| Q1 2020 | $683,000 | +222.2% | 9,545 | +323.7% | 0.05% | +550.0% |
| Q3 2019 | $212,000 | +0.5% | 2,253 | -1.9% | 0.01% | 0.0% |
| Q2 2019 | $211,000 | -85.1% | 2,297 | -86.3% | 0.01% | -87.3% |
| Q4 2018 | $1,412,000 | +152.1% | 16,732 | +152.4% | 0.06% | +133.3% |
| Q1 2018 | $560,000 | -22.2% | 6,628 | -17.0% | 0.03% | -25.0% |
| Q4 2017 | $720,000 | +10.3% | 7,987 | +5.1% | 0.04% | 0.0% |
| Q3 2017 | $653,000 | +13.0% | 7,598 | +9.3% | 0.04% | +2.9% |
| Q2 2017 | $578,000 | -19.3% | 6,952 | -18.6% | 0.04% | -25.5% |
| Q1 2017 | $716,000 | +39.6% | 8,536 | +36.9% | 0.05% | +20.5% |
| Q4 2016 | $513,000 | +19.0% | 6,234 | +17.6% | 0.04% | -2.5% |
| Q3 2016 | $431,000 | +5.1% | 5,301 | +6.3% | 0.04% | -9.1% |
| Q2 2016 | $410,000 | +38.5% | 4,987 | +31.5% | 0.04% | +29.4% |
| Q1 2016 | $296,000 | -63.3% | 3,792 | -66.4% | 0.03% | -58.5% |
| Q1 2014 | $806,000 | -95.3% | 11,287 | -95.4% | 0.08% | -95.2% |
| Q4 2013 | $17,226,000 | +10.8% | 245,210 | +4.5% | 1.72% | +6.1% |
| Q3 2013 | $15,552,000 | +1.7% | 234,636 | +1.8% | 1.62% | -13.1% |
| Q2 2013 | $15,289,000 | – | 230,470 | – | 1.86% | – |
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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% |