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 | $616,579 | -3.4% | 6,235 | -1.6% | 0.32% | -1.6% |
| Q2 2023 | $638,505 | -8.8% | 6,335 | -8.0% | 0.32% | -16.0% |
| Q1 2023 | $699,929 | +0.9% | 6,885 | +3.5% | 0.38% | -5.0% |
| Q4 2022 | $693,717 | +116884.3% | 6,655 | +2.4% | 0.40% | +6.1% |
| Q3 2022 | $593 | -0.8% | 6,500 | +9.2% | 0.38% | +4.7% |
| Q2 2022 | $598 | +2.7% | 5,955 | +9.4% | 0.36% | +20.7% |
| Q1 2022 | $582 | +4.7% | 5,445 | -1.1% | 0.30% | +8.3% |
| Q4 2021 | $556 | +13.5% | 5,505 | +5.9% | 0.28% | +1.1% |
| Q3 2021 | $490 | -4.3% | 5,200 | -1.9% | 0.27% | -7.1% |
| Q2 2021 | $512 | +1.8% | 5,300 | 0.0% | 0.30% | -7.5% |
| Q1 2021 | $503 | +8.2% | 5,300 | 0.0% | 0.32% | +0.6% |
| Q4 2020 | $465 | -2.1% | 5,300 | -10.7% | 0.32% | -14.8% |
| Q3 2020 | $475 | -5.0% | 5,935 | -3.9% | 0.37% | -13.9% |
| Q2 2020 | $500 | +13.1% | 6,173 | 0.0% | 0.43% | -10.9% |
| Q1 2020 | $442 | – | 6,173 | – | 0.48% | – |
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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% |