ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 510 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,735,692 | -1.9% | 17,552 | -0.1% | 0.31% | 0.0% |
| Q2 2023 | $1,770,049 | +0.4% | 17,562 | +1.3% | 0.31% | -4.6% |
| Q1 2023 | $1,762,493 | -3.2% | 17,337 | -0.7% | 0.33% | -18.4% |
| Q4 2022 | $1,820,629 | +21.9% | 17,466 | +6.7% | 0.40% | +11.0% |
| Q3 2022 | $1,494,000 | -9.5% | 16,366 | -0.4% | 0.36% | -6.5% |
| Q2 2022 | $1,650,000 | -7.0% | 16,432 | -1.0% | 0.39% | +12.5% |
| Q1 2022 | $1,774,000 | +15.0% | 16,600 | +8.7% | 0.34% | +31.3% |
| Q4 2021 | $1,542,000 | +6.5% | 15,271 | -0.6% | 0.26% | -0.4% |
| Q3 2021 | $1,448,000 | +15.0% | 15,365 | +17.8% | 0.26% | +14.8% |
| Q2 2021 | $1,259,000 | -0.3% | 13,040 | -2.0% | 0.23% | -8.0% |
| Q1 2021 | $1,263,000 | +9.4% | 13,305 | +1.1% | 0.25% | -2.7% |
| Q4 2020 | $1,154,000 | +6.0% | 13,164 | -2.8% | 0.26% | -10.8% |
| Q3 2020 | $1,089,000 | -0.4% | 13,537 | +0.5% | 0.29% | -9.7% |
| Q2 2020 | $1,093,000 | +8.9% | 13,464 | -4.0% | 0.32% | -11.7% |
| Q1 2020 | $1,004,000 | -26.8% | 14,029 | +0.3% | 0.36% | -15.1% |
| Q4 2019 | $1,372,000 | -1.7% | 13,989 | -5.6% | 0.42% | -9.0% |
| Q3 2019 | $1,396,000 | -0.1% | 14,822 | +0.3% | 0.47% | 0.0% |
| Q2 2019 | $1,397,000 | +5.8% | 14,779 | +4.4% | 0.47% | +2.2% |
| Q1 2019 | $1,321,000 | +14.6% | 14,159 | +3.6% | 0.46% | -3.4% |
| Q4 2018 | $1,153,000 | +13.6% | 13,668 | +22.0% | 0.47% | +34.1% |
| Q3 2018 | $1,015,000 | +6.8% | 11,206 | +0.3% | 0.35% | -2.2% |
| Q2 2018 | $950,000 | +0.6% | 11,177 | 0.0% | 0.36% | -5.8% |
| Q1 2018 | $944,000 | -6.1% | 11,177 | +0.3% | 0.38% | -9.5% |
| Q4 2017 | $1,005,000 | +5.6% | 11,148 | +0.7% | 0.42% | -0.5% |
| Q3 2017 | $952,000 | +3.7% | 11,073 | +0.2% | 0.42% | -7.2% |
| Q2 2017 | $918,000 | -1.7% | 11,048 | -0.9% | 0.46% | -5.4% |
| Q1 2017 | $934,000 | +2.2% | 11,143 | +0.2% | 0.48% | -12.5% |
| Q4 2016 | $914,000 | – | 11,118 | – | 0.55% | – |
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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% |