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 | $989 | -1.9% | 10 | 0.0% | 0.00% | – |
| Q2 2023 | $1,008 | -95.4% | 10 | -95.4% | 0.00% | -100.0% |
| Q1 2023 | $21,959 | +266.0% | 216 | +254.1% | 0.00% | +200.0% |
| Q3 2022 | $6,000 | -80.0% | 61 | -79.7% | 0.00% | -75.0% |
| Q2 2022 | $30,000 | -6.2% | 300 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $32,000 | +28.0% | 300 | +20.0% | 0.00% | 0.0% |
| Q4 2021 | $25,000 | +525.0% | 250 | +455.6% | 0.00% | +200.0% |
| Q1 2018 | $4,000 | -76.5% | 45 | -75.7% | 0.00% | -75.0% |
| Q4 2017 | $17,000 | +6.2% | 185 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $16,000 | +6.7% | 185 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $15,000 | -16.7% | 185 | -11.9% | 0.00% | 0.0% |
| Q1 2017 | $18,000 | -98.7% | 210 | -98.8% | 0.00% | -98.9% |
| Q4 2016 | $1,431,000 | -2.9% | 17,398 | -4.0% | 0.36% | +5.3% |
| Q3 2016 | $1,474,000 | -2.6% | 18,131 | -1.6% | 0.34% | -5.8% |
| Q2 2016 | $1,514,000 | +5.1% | 18,428 | -0.2% | 0.36% | -12.8% |
| Q1 2016 | $1,441,000 | +2.0% | 18,466 | -4.0% | 0.41% | +4.3% |
| Q4 2015 | $1,413,000 | -10.2% | 19,245 | -14.9% | 0.40% | -14.7% |
| Q3 2015 | $1,573,000 | -19.5% | 22,603 | -15.0% | 0.46% | -20.0% |
| Q2 2015 | $1,955,000 | -15.2% | 26,579 | -13.6% | 0.58% | -18.1% |
| Q1 2015 | $2,306,000 | -14.2% | 30,757 | -12.4% | 0.71% | -21.7% |
| Q4 2014 | $2,688,000 | -14.9% | 35,119 | -16.4% | 0.90% | -19.6% |
| Q3 2014 | $3,160,000 | -6.9% | 41,997 | -6.7% | 1.12% | -7.6% |
| Q2 2014 | $3,394,000 | +13.2% | 45,017 | +7.3% | 1.22% | +0.8% |
| Q1 2014 | $2,998,000 | +20.9% | 41,967 | +18.9% | 1.21% | +0.6% |
| Q4 2013 | $2,480,000 | -3.4% | 35,302 | -8.9% | 1.20% | -2.7% |
| Q3 2013 | $2,567,000 | -21.5% | 38,732 | -20.8% | 1.23% | -23.7% |
| Q2 2013 | $3,271,000 | – | 48,902 | – | 1.62% | – |
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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% |