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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,541,332 | +104226.5% | 45,923 | +6.3% | 1.01% | +5.9% |
| Q2 2023 | $4,353 | +2.3% | 43,193 | +3.4% | 0.95% | +5.7% |
| Q1 2023 | $4,256 | +581.0% | 41,776 | +597.0% | 0.90% | +537.6% |
| Q4 2022 | $625 | -99.9% | 5,994 | 0.0% | 0.14% | +0.7% |
| Q3 2022 | $602,000 | 0.0% | 5,994 | 0.0% | 0.14% | +2.9% |
| Q2 2022 | $602,000 | -6.1% | 5,994 | 0.0% | 0.14% | +10.6% |
| Q1 2022 | $641,000 | +2.7% | 5,994 | -2.3% | 0.12% | +2.5% |
| Q4 2021 | $624,000 | +4.9% | 6,137 | -2.7% | 0.12% | +7.1% |
| Q3 2021 | $595,000 | -37.2% | 6,310 | -35.8% | 0.11% | -45.1% |
| Q2 2021 | $948,000 | +11.7% | 9,826 | +10.3% | 0.20% | +10.3% |
| Q1 2021 | $849,000 | -70.3% | 8,912 | -72.7% | 0.18% | -72.1% |
| Q4 2020 | $2,855,000 | -14.0% | 32,601 | -21.0% | 0.66% | -31.5% |
| Q3 2020 | $3,319,000 | -28.1% | 41,261 | -27.3% | 0.97% | -29.0% |
| Q2 2020 | $4,619,000 | +31.1% | 56,743 | +15.2% | 1.36% | -1.8% |
| Q1 2020 | $3,523,000 | -39.8% | 49,240 | -17.5% | 1.39% | -24.8% |
| Q4 2019 | $5,852,000 | +21.1% | 59,712 | +16.4% | 1.84% | -58.7% |
| Q3 2019 | $4,831,000 | +914.9% | 51,309 | +916.6% | 4.47% | +2626.2% |
| Q2 2019 | $476,000 | +45.1% | 5,047 | +32.2% | 0.16% | +18.8% |
| Q3 2017 | $328,000 | +46.4% | 3,819 | +42.0% | 0.14% | +25.5% |
| Q2 2017 | $224,000 | – | 2,690 | – | 0.11% | – |
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% |