ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 498 filers reported holding ISHARES TR in Q4 2020. 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 | $314,758 | -2.0% | 3,161 | -0.8% | 0.04% | 0.0% |
| Q2 2023 | $321,166 | -1.1% | 3,186 | -0.3% | 0.04% | -8.5% |
| Q1 2023 | $324,752 | -2.4% | 3,194 | +0.1% | 0.05% | +38.2% |
| Q4 2022 | $332,568 | +28.4% | 3,190 | +12.5% | 0.03% | -39.3% |
| Q3 2022 | $259,000 | +1.6% | 2,836 | +11.8% | 0.06% | +143.5% |
| Q2 2022 | $255,000 | +11.8% | 2,536 | +18.7% | 0.02% | -43.9% |
| Q1 2022 | $228,000 | +5.6% | 2,136 | 0.0% | 0.04% | +7.9% |
| Q4 2021 | $216,000 | +7.5% | 2,136 | 0.0% | 0.04% | +5.6% |
| Q3 2021 | $201,000 | -1.5% | 2,136 | +0.8% | 0.04% | -5.3% |
| Q2 2021 | $204,000 | -47.3% | 2,118 | -50.0% | 0.04% | +5.6% |
| Q1 2021 | $387,000 | +108.1% | 4,236 | +100.0% | 0.04% | +5.9% |
| Q4 2020 | $186,000 | – | 2,118 | – | 0.03% | – |
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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% |