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 | $830,176 | -0.1% | 8,395 | +1.8% | 0.10% | +1.1% |
| Q2 2023 | $831,008 | -5.4% | 8,245 | -4.6% | 0.10% | -5.9% |
| Q1 2023 | $878,845 | +13.7% | 8,645 | +16.6% | 0.10% | +12.2% |
| Q4 2022 | $772,933 | +11.7% | 7,415 | -2.1% | 0.09% | +2.3% |
| Q3 2022 | $692,000 | -11.6% | 7,575 | -2.8% | 0.09% | -7.4% |
| Q2 2022 | $783,000 | -6.8% | 7,795 | -0.8% | 0.10% | +4.4% |
| Q1 2022 | $840,000 | +5.8% | 7,860 | 0.0% | 0.09% | +13.8% |
| Q4 2021 | $794,000 | +3.3% | 7,860 | -3.7% | 0.08% | -47.7% |
| Q3 2021 | $769,000 | +0.7% | 8,162 | +3.1% | 0.15% | +1.3% |
| Q2 2021 | $764,000 | -3.2% | 7,916 | -4.7% | 0.15% | -9.0% |
| Q1 2021 | $789,000 | +1.3% | 8,310 | -6.5% | 0.17% | -4.6% |
| Q4 2020 | $779,000 | +9.1% | 8,890 | +0.3% | 0.17% | -2.8% |
| Q3 2020 | $714,000 | -10.6% | 8,867 | -9.9% | 0.18% | -16.7% |
| Q2 2020 | $799,000 | +3.2% | 9,844 | -9.0% | 0.22% | -10.4% |
| Q1 2020 | $774,000 | -30.1% | 10,821 | -4.2% | 0.24% | -16.1% |
| Q4 2019 | $1,108,000 | +4.3% | 11,294 | +0.2% | 0.29% | -4.7% |
| Q3 2019 | $1,062,000 | -0.2% | 11,277 | +0.2% | 0.30% | -2.6% |
| Q2 2019 | $1,064,000 | +1.4% | 11,257 | +0.1% | 0.31% | -4.6% |
| Q1 2019 | $1,049,000 | +10.8% | 11,241 | +0.2% | 0.32% | -0.6% |
| Q4 2018 | $947,000 | -7.3% | 11,222 | -0.6% | 0.32% | +0.3% |
| Q3 2018 | $1,022,000 | -6.3% | 11,291 | -12.1% | 0.32% | -14.1% |
| Q2 2018 | $1,091,000 | -5.9% | 12,838 | -6.4% | 0.38% | -17.9% |
| Q1 2018 | $1,159,000 | -25.3% | 13,723 | -20.2% | 0.46% | -24.0% |
| Q4 2017 | $1,551,000 | +0.7% | 17,202 | -4.0% | 0.60% | -2.4% |
| Q3 2017 | $1,540,000 | +6.5% | 17,916 | +3.0% | 0.62% | +0.8% |
| Q2 2017 | $1,446,000 | -1.0% | 17,389 | -0.1% | 0.61% | -7.3% |
| Q1 2017 | $1,460,000 | +3.3% | 17,413 | +1.3% | 0.66% | -6.2% |
| Q4 2016 | $1,414,000 | +8.4% | 17,187 | +7.1% | 0.71% | -1.4% |
| Q3 2016 | $1,304,000 | -6.5% | 16,045 | -5.4% | 0.72% | -12.4% |
| Q2 2016 | $1,394,000 | – | 16,968 | – | 0.82% | – |
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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% |