ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 513 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $21,351,000 | +1.0% | 212,599 | +7.5% | 5.99% | +8.9% |
| Q1 2022 | $21,148,000 | +16.0% | 197,851 | +9.6% | 5.50% | +11.7% |
| Q4 2021 | $18,231,000 | +14.6% | 180,520 | +6.9% | 4.93% | -0.3% |
| Q3 2021 | $15,913,000 | +6.9% | 168,815 | +9.5% | 4.94% | +9.6% |
| Q2 2021 | $14,880,000 | +46.8% | 154,150 | +44.3% | 4.51% | +33.7% |
| Q1 2021 | $10,134,000 | – | 106,797 | – | 3.37% | – |
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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% |