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 | $258,597 | -1.9% | 2,615 | 0.0% | 0.02% | +4.5% |
| Q2 2023 | $263,566 | -0.9% | 2,615 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $265,841 | -93.2% | 2,615 | -93.0% | 0.02% | -92.6% |
| Q4 2022 | $3,908,688 | +1668.6% | 37,497 | +1448.8% | 0.31% | +1243.5% |
| Q3 2022 | $221,000 | -9.1% | 2,421 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $243,000 | -6.2% | 2,421 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $259,000 | -65.4% | 2,421 | -67.4% | 0.02% | -65.2% |
| Q4 2021 | $748,000 | +228.1% | 7,416 | +206.3% | 0.07% | +187.0% |
| Q3 2021 | $228,000 | -2.6% | 2,421 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $234,000 | +1.7% | 2,421 | 0.0% | 0.02% | -11.5% |
| Q1 2021 | $230,000 | +8.5% | 2,421 | 0.0% | 0.03% | -3.7% |
| Q4 2020 | $212,000 | +8.7% | 2,421 | 0.0% | 0.03% | -3.6% |
| Q3 2020 | $195,000 | -0.5% | 2,421 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $196,000 | +13.3% | 2,421 | 0.0% | 0.03% | -6.7% |
| Q1 2020 | $173,000 | -27.0% | 2,421 | 0.0% | 0.03% | -11.8% |
| Q4 2019 | $237,000 | +3.9% | 2,421 | 0.0% | 0.03% | +3.0% |
| Q3 2019 | $228,000 | -0.4% | 2,421 | 0.0% | 0.03% | -2.9% |
| Q2 2019 | $229,000 | +1.3% | 2,421 | 0.0% | 0.03% | -8.1% |
| Q1 2019 | $226,000 | +10.8% | 2,421 | 0.0% | 0.04% | -75.2% |
| Q4 2018 | $204,000 | – | 2,421 | – | 0.15% | – |
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% |