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 | $2,174,305 | -0.8% | 21,750 | 0.0% | 0.31% | -12.0% |
| Q2 2023 | $2,192,183 | -2.2% | 21,750 | -1.4% | 0.35% | -12.2% |
| Q1 2023 | $2,241,603 | -2.4% | 22,050 | +0.1% | 0.40% | -3.8% |
| Q4 2022 | $2,296,407 | +13.9% | 22,030 | -0.3% | 0.42% | -19.1% |
| Q3 2022 | $2,017,000 | -9.5% | 22,090 | -0.4% | 0.51% | -6.4% |
| Q2 2022 | $2,228,000 | +17.1% | 22,180 | +24.6% | 0.55% | +80.6% |
| Q1 2022 | $1,903,000 | +88.4% | 17,800 | +78.0% | 0.30% | +145.2% |
| Q4 2021 | $1,010,000 | +7.1% | 10,000 | 0.0% | 0.12% | +2.5% |
| Q3 2021 | $943,000 | +765.1% | 10,000 | +721.7% | 0.12% | +49.4% |
| Q4 2017 | $109,000 | – | 1,217 | – | 0.08% | – |
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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% |