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 | $644,561 | -6.4% | 6,518 | -4.6% | 0.07% | -5.2% |
| Q2 2023 | $688,288 | -2.2% | 6,829 | -1.3% | 0.08% | -8.3% |
| Q1 2023 | $703,661 | -7.1% | 6,922 | -4.7% | 0.08% | -11.6% |
| Q4 2022 | $757,548 | +17.6% | 7,267 | +3.0% | 0.10% | +8.0% |
| Q3 2022 | $644,000 | -15.5% | 7,058 | -7.0% | 0.09% | -12.9% |
| Q2 2022 | $762,000 | +12.1% | 7,589 | +19.2% | 0.10% | +24.7% |
| Q1 2022 | $680,000 | +18.1% | 6,365 | +11.7% | 0.08% | +17.4% |
| Q4 2021 | $576,000 | +240.8% | 5,700 | +217.4% | 0.07% | +228.6% |
| Q3 2021 | $169,000 | +445.2% | 1,796 | +450.9% | 0.02% | +425.0% |
| Q2 2021 | $31,000 | +121.4% | 326 | +117.3% | 0.00% | +100.0% |
| Q1 2021 | $14,000 | +7.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | 0.0% | 150 | -65.5% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +9.1% | 435 | +190.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -82.0% | 150 | -75.7% | 0.00% | -81.8% |
| Q4 2019 | $61,000 | +5.2% | 618 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $58,000 | 0.0% | 618 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $58,000 | 0.0% | 618 | 0.0% | 0.01% | -20.0% |
| Q1 2019 | $58,000 | +11.5% | 618 | 0.0% | 0.02% | +7.1% |
| Q4 2018 | $52,000 | -7.1% | 618 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $56,000 | +5.7% | 618 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $53,000 | +35.9% | 618 | +32.1% | 0.02% | +25.0% |
| Q1 2018 | $39,000 | -9.3% | 468 | 0.0% | 0.01% | -14.3% |
| Q4 2017 | $43,000 | -31.7% | 468 | -35.6% | 0.01% | -33.3% |
| Q3 2017 | $63,000 | +61.5% | 727 | +55.3% | 0.02% | +40.0% |
| Q2 2017 | $39,000 | 0.0% | 468 | 0.0% | 0.02% | -25.0% |
| Q1 2017 | $39,000 | +2.6% | 468 | 0.0% | 0.02% | -13.0% |
| Q4 2016 | $38,000 | 0.0% | 468 | 0.0% | 0.02% | +27.8% |
| Q3 2016 | $38,000 | +375.0% | 468 | +368.0% | 0.02% | +350.0% |
| Q2 2016 | $8,000 | – | 100 | – | 0.00% | – |
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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% |