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 | $223,491 | -3.3% | 2,260 | -1.4% | 0.19% | -8.6% |
| Q2 2023 | $231,111 | -0.9% | 2,293 | 0.0% | 0.21% | -6.2% |
| Q1 2023 | $233,106 | -5.2% | 2,293 | -2.8% | 0.22% | -6.3% |
| Q4 2022 | $246,006 | +1.2% | 2,360 | 0.0% | 0.24% | -19.3% |
| Q3 2022 | $243,000 | -34.9% | 2,360 | -36.4% | 0.30% | -38.6% |
| Q2 2022 | $373,000 | -16.2% | 3,710 | -10.8% | 0.48% | +37.3% |
| Q1 2022 | $445,000 | +3.5% | 4,161 | -2.3% | 0.35% | +6.7% |
| Q4 2021 | $430,000 | – | 4,261 | – | 0.33% | – |
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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% |