ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351,488 | -0.8% | 3,554 | +1.1% | 0.04% | -5.1% |
| Q2 2023 | $354,378 | -0.9% | 3,516 | 0.0% | 0.04% | +2.6% |
| Q1 2023 | $357,437 | -2.5% | 3,516 | 0.0% | 0.04% | -9.5% |
| Q4 2022 | $366,508 | +14.2% | 3,516 | 0.0% | 0.04% | +13.5% |
| Q3 2022 | $321,000 | -28.0% | 3,516 | -20.8% | 0.04% | -19.6% |
| Q2 2022 | $446,000 | -44.4% | 4,440 | -40.8% | 0.05% | -36.1% |
| Q1 2022 | $802,000 | +6.8% | 7,498 | +0.8% | 0.07% | +28.6% |
| Q4 2021 | $751,000 | +3.3% | 7,436 | -3.5% | 0.06% | -5.1% |
| Q3 2021 | $727,000 | -2.3% | 7,708 | 0.0% | 0.06% | -4.8% |
| Q2 2021 | $744,000 | -4.1% | 7,708 | -5.7% | 0.06% | -12.7% |
| Q1 2021 | $776,000 | -13.2% | 8,175 | -19.9% | 0.07% | -19.3% |
| Q4 2020 | $894,000 | +40.1% | 10,201 | +28.8% | 0.09% | +23.9% |
| Q3 2020 | $638,000 | -66.0% | 7,923 | -65.7% | 0.07% | -68.0% |
| Q2 2020 | $1,877,000 | -53.9% | 23,130 | -59.3% | 0.22% | -61.1% |
| Q1 2020 | $4,068,000 | -81.3% | 56,854 | -74.4% | 0.57% | -50.5% |
| Q4 2019 | $21,812,000 | -17.3% | 222,409 | -20.6% | 1.15% | -68.0% |
| Q3 2019 | $26,385,000 | – | 280,212 | – | 3.60% | – |
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% |