ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 510 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,734,790 | -2.4% | 27,653 | -0.6% | 0.52% | -9.0% |
| Q2 2023 | $2,802,928 | +120.6% | 27,808 | +122.5% | 0.57% | -3.2% |
| Q1 2023 | $1,270,753 | -2.4% | 12,500 | +0.0% | 0.59% | -15.4% |
| Q4 2022 | $1,302,363 | +14.2% | 12,494 | +0.1% | 0.69% | +1.3% |
| Q3 2022 | $1,140,000 | -9.4% | 12,487 | -0.3% | 0.68% | -9.2% |
| Q2 2022 | $1,258,000 | -6.0% | 12,529 | +0.0% | 0.75% | +26.9% |
| Q1 2022 | $1,339,000 | +4.2% | 12,526 | -1.5% | 0.59% | 0.0% |
| Q4 2021 | $1,285,000 | +8.5% | 12,722 | +1.3% | 0.59% | -3.9% |
| Q3 2021 | $1,184,000 | +9.7% | 12,562 | +12.4% | 0.62% | +5.8% |
| Q2 2021 | $1,079,000 | -17.5% | 11,179 | -18.9% | 0.58% | -20.0% |
| Q1 2021 | $1,308,000 | +47.5% | 13,789 | +36.3% | 0.73% | +22.7% |
| Q4 2020 | $887,000 | +80.3% | 10,119 | +65.6% | 0.60% | +44.8% |
| Q3 2020 | $492,000 | +18.8% | 6,112 | +19.7% | 0.41% | +11.7% |
| Q2 2020 | $414,000 | – | 5,104 | – | 0.37% | – |
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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% |