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 | $1,415,217 | +19.4% | 14,311 | +21.7% | 0.13% | -2.9% |
| Q2 2023 | $1,185,014 | -87.5% | 11,757 | -87.4% | 0.14% | -87.7% |
| Q1 2023 | $9,459,818 | +24.3% | 93,053 | +27.5% | 1.13% | +11.6% |
| Q4 2022 | $7,608,131 | +37.7% | 72,987 | +20.6% | 1.01% | +20.5% |
| Q3 2022 | $5,524,000 | +12.0% | 60,511 | +23.2% | 0.84% | +14.0% |
| Q2 2022 | $4,934,000 | +28.9% | 49,128 | +37.1% | 0.73% | +46.2% |
| Q1 2022 | $3,829,000 | +210.3% | 35,825 | +193.2% | 0.50% | +208.0% |
| Q4 2021 | $1,234,000 | +80.1% | 12,220 | +68.1% | 0.16% | +64.6% |
| Q3 2021 | $685,000 | -0.6% | 7,270 | +1.8% | 0.10% | +17.9% |
| Q2 2021 | $689,000 | +146.1% | 7,139 | +141.2% | 0.08% | +82.6% |
| Q1 2021 | $280,000 | +47.4% | 2,960 | +36.0% | 0.05% | +15.0% |
| Q4 2020 | $190,000 | -89.9% | 2,177 | +9365.2% | 0.04% | +3900.0% |
| Q3 2020 | $1,887,000 | +27.2% | 23 | +27.8% | 0.00% | 0.0% |
| Q2 2020 | $1,484,000 | +22.0% | 18 | +5.9% | 0.00% | 0.0% |
| Q1 2020 | $1,216,000 | -2.7% | 17 | +30.8% | 0.00% | 0.0% |
| Q4 2019 | $1,250,000 | – | 13 | – | 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% |