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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,297 | -5.0% | 5,565 | -3.2% | 0.02% | 0.0% |
| Q2 2023 | $579,425 | -8.1% | 5,749 | -7.3% | 0.02% | -16.0% |
| Q1 2023 | $630,345 | +70172.6% | 6,201 | -27.9% | 0.02% | -50.0% |
| Q4 2022 | $897 | -99.9% | 8,605 | +8.7% | 0.05% | +13.6% |
| Q3 2022 | $722,000 | -63.0% | 7,914 | -59.3% | 0.04% | -45.0% |
| Q2 2022 | $1,952,000 | +351.9% | 19,440 | +381.3% | 0.08% | +566.7% |
| Q1 2022 | $432,000 | +5.6% | 4,039 | -0.2% | 0.01% | +33.3% |
| Q4 2021 | $409,000 | +38.2% | 4,047 | +28.9% | 0.01% | +12.5% |
| Q3 2021 | $296,000 | +6.1% | 3,140 | +8.5% | 0.01% | 0.0% |
| Q2 2021 | $279,000 | -9.4% | 2,894 | -10.9% | 0.01% | 0.0% |
| Q1 2021 | $308,000 | – | 3,247 | – | 0.01% | – |
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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% |