ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 513 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,579,771 | -3.0% | 15,975 | -1.1% | 0.37% | -5.1% |
| Q2 2023 | $1,628,410 | +148.1% | 16,156 | +150.2% | 0.39% | +48.5% |
| Q1 2023 | $656,415 | -5.9% | 6,457 | -1.3% | 0.26% | -7.7% |
| Q4 2022 | $697,412 | +12.3% | 6,539 | -1.4% | 0.28% | +0.4% |
| Q3 2022 | $621,000 | -12.0% | 6,634 | -6.4% | 0.28% | -10.2% |
| Q2 2022 | $706,000 | +12.4% | 7,084 | +18.8% | 0.32% | +32.4% |
| Q1 2022 | $628,000 | +1.0% | 5,961 | -2.4% | 0.24% | +13.3% |
| Q4 2021 | $622,000 | +25.4% | 6,108 | +18.6% | 0.21% | +12.9% |
| Q3 2021 | $496,000 | +0.4% | 5,151 | +0.6% | 0.19% | -13.1% |
| Q2 2021 | $494,000 | +1.6% | 5,121 | 0.0% | 0.21% | -11.9% |
| Q1 2021 | $486,000 | +8.2% | 5,121 | 0.0% | 0.24% | -17.3% |
| Q4 2020 | $449,000 | – | 5,121 | – | 0.29% | – |
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% |