ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $293,000 | -5.8% | 2,915 | +0.3% | 0.05% | -3.6% |
| Q1 2022 | $311,000 | +6.5% | 2,905 | +0.4% | 0.06% | -1.8% |
| Q4 2021 | $292,000 | +12.3% | 2,892 | +4.9% | 0.06% | -6.7% |
| Q3 2021 | $260,000 | -2.3% | 2,758 | 0.0% | 0.06% | -7.7% |
| Q2 2021 | $266,000 | +2.7% | 2,758 | +1.1% | 0.06% | -13.3% |
| Q1 2021 | $259,000 | +8.4% | 2,729 | 0.0% | 0.08% | -8.5% |
| Q4 2020 | $239,000 | +9.6% | 2,729 | +0.6% | 0.08% | -7.9% |
| Q3 2020 | $218,000 | +2.3% | 2,712 | +3.4% | 0.09% | -8.2% |
| Q2 2020 | $213,000 | -8.6% | 2,623 | +10.6% | 0.10% | -34.0% |
| Q4 2019 | $233,000 | +8.9% | 2,371 | +4.5% | 0.15% | -1.3% |
| Q3 2019 | $214,000 | 0.0% | 2,268 | 0.0% | 0.15% | -6.3% |
| Q2 2019 | $214,000 | +0.9% | 2,268 | 0.0% | 0.16% | -3.6% |
| Q1 2019 | $212,000 | +3.4% | 2,268 | 0.0% | 0.16% | -5.7% |
| Q3 2018 | $205,000 | – | 2,268 | – | 0.18% | – |
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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% |