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 | $349,365 | -1.9% | 3,533 | 0.0% | 0.07% | +1.5% |
| Q2 2023 | $356,077 | +2.8% | 3,533 | +3.7% | 0.07% | -8.3% |
| Q1 2023 | $346,326 | +260.8% | 3,407 | +224.5% | 0.07% | +200.0% |
| Q3 2022 | $96,000 | -9.4% | 1,050 | -0.8% | 0.02% | -11.1% |
| Q2 2022 | $106,000 | -11.7% | 1,059 | -5.6% | 0.03% | 0.0% |
| Q1 2022 | $120,000 | +6.2% | 1,122 | +0.5% | 0.03% | +8.0% |
| Q4 2021 | $113,000 | +7.6% | 1,116 | +0.4% | 0.02% | -3.8% |
| Q3 2021 | $105,000 | -11.8% | 1,112 | -10.1% | 0.03% | -13.3% |
| Q2 2021 | $119,000 | +0.8% | 1,237 | -0.6% | 0.03% | -14.3% |
| Q1 2021 | $118,000 | – | 1,244 | – | 0.04% | – |
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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% |