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 | $3,322,269 | -1.0% | 33,596 | +0.9% | 0.55% | +1.7% |
| Q2 2023 | $3,355,460 | -1.3% | 33,292 | -0.5% | 0.54% | -10.1% |
| Q1 2023 | $3,401,329 | -0.8% | 33,458 | +1.7% | 0.60% | -8.3% |
| Q4 2022 | $3,429,167 | +27.3% | 32,897 | +11.5% | 0.66% | +16.0% |
| Q3 2022 | $2,694,000 | -2.4% | 29,510 | +7.4% | 0.57% | -3.2% |
| Q2 2022 | $2,759,000 | -1.6% | 27,476 | +4.8% | 0.59% | +11.4% |
| Q1 2022 | $2,803,000 | +18.6% | 26,228 | +12.0% | 0.53% | +15.6% |
| Q4 2021 | $2,364,000 | +21.7% | 23,410 | +13.6% | 0.46% | +14.6% |
| Q3 2021 | $1,942,000 | +20.8% | 20,607 | +23.7% | 0.40% | +9.9% |
| Q2 2021 | $1,608,000 | +15.7% | 16,653 | +13.7% | 0.36% | +6.8% |
| Q1 2021 | $1,390,000 | +86.1% | 14,644 | +71.8% | 0.34% | +80.3% |
| Q4 2020 | $747,000 | +135.6% | 8,525 | +116.5% | 0.19% | +64.9% |
| Q3 2020 | $317,000 | +7.1% | 3,938 | +8.0% | 0.11% | 0.0% |
| Q2 2020 | $296,000 | – | 3,645 | – | 0.11% | – |
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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% |