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 | $6,123 | +10.3% | 61,912 | +12.4% | 0.47% | +22.3% |
| Q2 2023 | $5,550 | -1.4% | 55,069 | -0.5% | 0.38% | -9.0% |
| Q1 2023 | $5,628 | -4.0% | 55,357 | -1.6% | 0.42% | +1.0% |
| Q4 2022 | $5,865 | -99.9% | 56,265 | -0.4% | 0.42% | -0.2% |
| Q3 2022 | $5,155,000 | -11.5% | 56,469 | -2.6% | 0.42% | -10.1% |
| Q2 2022 | $5,823,000 | -8.1% | 57,984 | -2.2% | 0.47% | +3.8% |
| Q1 2022 | $6,336,000 | +4.9% | 59,276 | -0.9% | 0.45% | +14.5% |
| Q4 2021 | $6,039,000 | +2.9% | 59,798 | -3.9% | 0.39% | -0.3% |
| Q3 2021 | $5,867,000 | -3.6% | 62,241 | -1.3% | 0.39% | +1.5% |
| Q2 2021 | $6,085,000 | -1.0% | 63,037 | -2.7% | 0.39% | -4.7% |
| Q1 2021 | $6,148,000 | -1.3% | 64,794 | -8.8% | 0.41% | -5.6% |
| Q4 2020 | $6,228,000 | +1.0% | 71,038 | -7.3% | 0.43% | +2.4% |
| Q3 2020 | $6,166,000 | -10.1% | 76,616 | -9.3% | 0.42% | -11.0% |
| Q2 2020 | $6,856,000 | +51.1% | 84,483 | +33.3% | 0.47% | +36.3% |
| Q1 2020 | $4,536,000 | -31.3% | 63,392 | -5.9% | 0.35% | -2.8% |
| Q4 2019 | $6,604,000 | -1.4% | 67,334 | -5.4% | 0.36% | -4.5% |
| Q3 2019 | $6,700,000 | -11.4% | 71,159 | -11.1% | 0.37% | -8.8% |
| Q2 2019 | $7,562,000 | -1.9% | 80,021 | -3.2% | 0.41% | +1.7% |
| Q1 2019 | $7,712,000 | +3.6% | 82,667 | -6.3% | 0.40% | +0.2% |
| Q4 2018 | $7,445,000 | -12.4% | 88,231 | -6.0% | 0.40% | +8.9% |
| Q3 2018 | $8,501,000 | +3.4% | 93,889 | -3.0% | 0.37% | +1.7% |
| Q2 2018 | $8,224,000 | – | 96,767 | – | 0.36% | – |
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% |