ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 578 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $88,000 | -6.4% | 880 | 0.0% | 0.06% | +4.9% |
| Q1 2022 | $94,000 | +5.6% | 880 | 0.0% | 0.06% | +8.9% |
| Q4 2021 | $89,000 | +7.2% | 880 | 0.0% | 0.06% | -1.8% |
| Q3 2021 | $83,000 | -2.4% | 880 | 0.0% | 0.06% | -3.4% |
| Q2 2021 | $85,000 | +1.2% | 880 | 0.0% | 0.06% | -3.3% |
| Q1 2021 | $84,000 | +9.1% | 880 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $77,000 | +8.5% | 880 | 0.0% | 0.06% | -1.6% |
| Q3 2020 | $71,000 | 0.0% | 880 | 0.0% | 0.06% | -4.6% |
| Q2 2020 | $71,000 | +12.7% | 880 | 0.0% | 0.06% | -7.1% |
| Q1 2020 | $63,000 | -26.7% | 880 | 0.0% | 0.07% | -7.9% |
| Q4 2019 | $86,000 | +3.6% | 880 | 0.0% | 0.08% | -3.8% |
| Q3 2019 | $83,000 | 0.0% | 880 | 0.0% | 0.08% | -2.5% |
| Q2 2019 | $83,000 | +1.2% | 880 | 0.0% | 0.08% | -2.4% |
| Q1 2019 | $82,000 | +10.8% | 880 | 0.0% | 0.08% | -1.2% |
| Q4 2018 | $74,000 | -7.5% | 880 | 0.0% | 0.08% | +10.5% |
| Q3 2018 | $80,000 | +6.7% | 880 | 0.0% | 0.08% | +2.7% |
| Q2 2018 | $75,000 | +1.4% | 880 | 0.0% | 0.07% | -7.5% |
| Q1 2018 | $74,000 | -6.3% | 880 | 0.0% | 0.08% | -2.4% |
| Q4 2017 | $79,000 | +3.9% | 880 | 0.0% | 0.08% | -1.2% |
| Q3 2017 | $76,000 | +204.0% | 880 | +193.3% | 0.08% | +196.4% |
| Q2 2017 | $25,000 | – | 300 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 173,488 | $16,336,000 | 14.96% |
| Stratford Consulting, LLC | 383,160 | $36,078,000 | 12.35% |
| Wolff Financial Management LLC | 149,025 | $14,032,000 | 10.24% |
| Shamrock Asset Management LLC | 107,050 | $10,080,000 | 7.85% |
| Forefront Analytics, LLC | 179,504 | $16,899,000 | 6.96% |
| Bouchey Financial Group Ltd | 283,019 | $26,649,000 | 6.37% |
| LBMC INVESTMENT ADVISORS, LLC | 410,238 | $38,628,000 | 5.86% |
| WealthOne, LLC | 85,024 | $8,006,000 | 5.73% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 215,196 | $20,263,000 | 5.53% |
| Gunma Bank,Ltd. | 61,000 | $5,744,000 | 5.46% |