ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 575 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $569,038 | +80.5% | 5,996 | +91.7% | 0.27% | +72.8% |
| Q2 2023 | $315,233 | +1.8% | 3,128 | +2.7% | 0.16% | -0.6% |
| Q1 2023 | $309,661 | +99469.5% | 3,046 | +2.2% | 0.16% | -23.2% |
| Q4 2022 | $311 | -99.9% | 2,981 | -15.4% | 0.21% | -23.9% |
| Q3 2022 | $322,000 | -8.8% | 3,522 | -0.0% | 0.27% | -15.3% |
| Q2 2022 | $353,000 | -23.8% | 3,523 | -18.6% | 0.32% | +76.4% |
| Q1 2022 | $463,000 | -12.8% | 4,329 | -17.6% | 0.18% | +16.7% |
| Q4 2021 | $531,000 | +5.4% | 5,255 | -1.7% | 0.16% | -11.4% |
| Q3 2021 | $504,000 | +8.9% | 5,344 | +11.5% | 0.18% | -14.1% |
| Q2 2021 | $463,000 | -1.7% | 4,792 | -3.5% | 0.20% | -78.0% |
| Q1 2021 | $471,000 | +20.2% | 4,965 | +11.1% | 0.93% | +268.4% |
| Q4 2020 | $392,000 | -48.0% | 4,470 | -11.7% | 0.25% | -14.8% |
| Q3 2020 | $754,000 | +275.1% | 5,062 | +103.9% | 0.30% | +15.1% |
| Q2 2020 | $201,000 | – | 2,482 | – | 0.26% | – |
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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% |