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 | $8,510,967 | -8.5% | 86,065 | -6.0% | 0.05% | -7.5% |
| Q2 2023 | $9,303,923 | 0.0% | 91,520 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $9,303,923 | -27.4% | 91,520 | -25.6% | 0.05% | -29.3% |
| Q4 2022 | $12,818,496 | +33.7% | 122,971 | +17.1% | 0.08% | +25.0% |
| Q3 2022 | $9,587,000 | -6.3% | 105,032 | +3.1% | 0.06% | 0.0% |
| Q2 2022 | $10,232,000 | +38.0% | 101,900 | +46.9% | 0.06% | +66.7% |
| Q1 2022 | $7,416,000 | +5.9% | 69,389 | +0.0% | 0.04% | +9.1% |
| Q4 2021 | $7,005,000 | +41.6% | 69,372 | +32.2% | 0.03% | +26.9% |
| Q3 2021 | $4,946,000 | +27.0% | 52,483 | +30.0% | 0.03% | +30.0% |
| Q2 2021 | $3,896,000 | +34.5% | 40,364 | +32.2% | 0.02% | +25.0% |
| Q1 2021 | $2,897,000 | +9.6% | 30,541 | +1.2% | 0.02% | +6.7% |
| Q4 2020 | $2,643,000 | +8.3% | 30,168 | -0.6% | 0.02% | 0.0% |
| Q3 2020 | $2,441,000 | -3.3% | 30,341 | -2.5% | 0.02% | 0.0% |
| Q2 2020 | $2,525,000 | -22.5% | 31,119 | -6.3% | 0.02% | 0.0% |
| Q1 2020 | $3,258,000 | 0.0% | 33,229 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $3,258,000 | +4.0% | 33,229 | -0.2% | 0.02% | +7.1% |
| Q3 2019 | $3,132,000 | -8.2% | 33,279 | -7.8% | 0.01% | -6.7% |
| Q2 2019 | $3,410,000 | +39.4% | 36,097 | +37.6% | 0.02% | +36.4% |
| Q1 2019 | $2,446,000 | -27.5% | 26,239 | -34.4% | 0.01% | -31.2% |
| Q4 2018 | $3,373,000 | +34.1% | 39,994 | +43.9% | 0.02% | +60.0% |
| Q3 2018 | $2,515,000 | -63.4% | 27,791 | -63.5% | 0.01% | -65.5% |
| Q1 2018 | $6,866,000 | 0.0% | 76,178 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $6,866,000 | +115.7% | 76,178 | +105.7% | 0.03% | +107.1% |
| Q3 2017 | $3,183,000 | -2.2% | 37,037 | -4.6% | 0.01% | -12.5% |
| Q2 2017 | $3,255,000 | 0.0% | 38,819 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $3,255,000 | -0.9% | 38,819 | -2.8% | 0.02% | -11.1% |
| Q4 2016 | $3,283,000 | -0.4% | 39,919 | -1.6% | 0.02% | -5.3% |
| Q3 2016 | $3,295,000 | -5.8% | 40,549 | -4.8% | 0.02% | -9.5% |
| Q2 2016 | $3,499,000 | +0.9% | 42,602 | -4.2% | 0.02% | -4.5% |
| Q1 2016 | $3,469,000 | +19.5% | 44,474 | +12.4% | 0.02% | +10.0% |
| Q4 2015 | $2,904,000 | -45.8% | 39,570 | -48.6% | 0.02% | -48.7% |
| Q3 2015 | $5,356,000 | -7.3% | 76,989 | -2.0% | 0.04% | -7.1% |
| Q2 2015 | $5,780,000 | -4.9% | 78,569 | -3.1% | 0.04% | -4.5% |
| Q1 2015 | $6,080,000 | -16.1% | 81,098 | -14.3% | 0.04% | -22.8% |
| Q4 2014 | $7,244,000 | +56.2% | 94,664 | +53.5% | 0.06% | +39.0% |
| Q3 2014 | $4,639,000 | -1.2% | 61,670 | -1.0% | 0.04% | -2.4% |
| Q2 2014 | $4,696,000 | +4.4% | 62,310 | -1.0% | 0.04% | 0.0% |
| Q1 2014 | $4,496,000 | +40.1% | 62,953 | +37.8% | 0.04% | +27.3% |
| Q4 2013 | $3,209,000 | +57.9% | 45,695 | +49.0% | 0.03% | +37.5% |
| Q3 2013 | $2,032,000 | +429.2% | 30,676 | +428.9% | 0.02% | +380.0% |
| Q2 2013 | $384,000 | – | 5,800 | – | 0.01% | – |
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% |