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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $35,949 | -0.1% | 357 | +0.8% | 0.01% | -12.5% |
| Q1 2023 | $35,972 | -1.4% | 354 | +1.1% | 0.01% | 0.0% |
| Q4 2022 | $36,501 | +14.1% | 350 | +1.2% | 0.01% | 0.0% |
| Q3 2022 | $32,000 | -5.9% | 346 | +1.2% | 0.01% | 0.0% |
| Q2 2022 | $34,000 | -5.6% | 342 | +0.6% | 0.01% | 0.0% |
| Q1 2022 | $36,000 | +5.9% | 340 | +0.9% | 0.01% | +14.3% |
| Q4 2021 | $34,000 | +9.7% | 337 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $31,000 | -3.1% | 334 | +0.9% | 0.01% | 0.0% |
| Q2 2021 | $32,000 | +3.2% | 331 | +0.6% | 0.01% | -12.5% |
| Q1 2021 | $31,000 | +6.9% | 329 | +0.9% | 0.01% | 0.0% |
| Q4 2020 | $29,000 | -39.6% | 326 | -45.2% | 0.01% | -50.0% |
| Q3 2020 | $48,000 | 0.0% | 595 | +0.5% | 0.02% | -15.8% |
| Q2 2020 | $48,000 | – | 592 | – | 0.02% | – |
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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% |