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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,763 | -99.9% | 64,879 | +6.5% | 0.42% | +13.9% |
| Q3 2022 | $5,563,000 | -5.1% | 60,934 | +4.4% | 0.37% | +0.8% |
| Q2 2022 | $5,864,000 | +5.1% | 58,392 | +11.8% | 0.36% | +22.2% |
| Q1 2022 | $5,582,000 | -5.4% | 52,223 | -10.6% | 0.30% | +2.4% |
| Q4 2021 | $5,902,000 | -2.0% | 58,439 | -8.5% | 0.29% | -8.2% |
| Q3 2021 | $6,021,000 | -2.3% | 63,880 | +0.0% | 0.32% | -4.0% |
| Q2 2021 | $6,164,000 | +7.1% | 63,851 | +5.2% | 0.33% | -4.9% |
| Q1 2021 | $5,758,000 | – | 60,682 | – | 0.35% | – |
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% |