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 | $104,922 | -1.9% | 1,061 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $106,938 | -0.9% | 1,061 | 0.0% | 0.01% | -8.3% |
| Q1 2023 | $107,861 | -2.7% | 1,061 | -0.2% | 0.01% | -7.7% |
| Q4 2022 | $110,807 | +1.7% | 1,063 | -11.3% | 0.01% | -18.8% |
| Q3 2022 | $109,000 | +13.5% | 1,198 | +25.3% | 0.02% | -5.9% |
| Q2 2022 | $96,000 | -22.6% | 956 | -17.4% | 0.02% | -15.0% |
| Q1 2022 | $124,000 | +6.0% | 1,157 | +0.3% | 0.02% | +5.3% |
| Q4 2021 | $117,000 | -10.0% | 1,154 | -16.4% | 0.02% | -26.9% |
| Q3 2021 | $130,000 | -9.1% | 1,380 | -7.0% | 0.03% | -21.2% |
| Q2 2021 | $143,000 | -2.7% | 1,484 | -4.1% | 0.03% | -23.3% |
| Q1 2021 | $147,000 | 0.0% | 1,547 | -7.9% | 0.04% | -14.0% |
| Q4 2020 | $147,000 | +8.9% | 1,680 | 0.0% | 0.05% | -9.1% |
| Q3 2020 | $135,000 | +1.5% | 1,680 | +2.5% | 0.06% | -12.7% |
| Q2 2020 | $133,000 | +13.7% | 1,639 | +0.6% | 0.06% | -13.7% |
| Q1 2020 | $117,000 | -26.4% | 1,630 | +0.6% | 0.07% | -20.7% |
| Q4 2019 | $159,000 | +3.2% | 1,620 | -0.9% | 0.09% | -8.9% |
| Q3 2019 | $154,000 | +97.4% | 1,635 | +97.5% | 0.10% | +74.1% |
| Q2 2019 | $78,000 | +3800.0% | 828 | +3663.6% | 0.06% | +2800.0% |
| Q1 2019 | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | – | 22 | – | 0.00% | – |
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% |