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 2021 | $358,000 | +41.5% | 3,801 | +84.6% | 0.02% | +41.7% |
| Q2 2021 | $253,000 | -99.8% | 2,059 | +27.7% | 0.01% | -7.7% |
| Q1 2021 | $153,039,000 | +88361.8% | 1,613 | -33.1% | 0.01% | -53.6% |
| Q1 2020 | $173,000 | -26.4% | 2,411 | +0.7% | 0.03% | -42.9% |
| Q4 2019 | $235,000 | +15.2% | 2,395 | +10.5% | 0.05% | +19.5% |
| Q3 2019 | $204,000 | +316.3% | 2,167 | +308.9% | 0.04% | +355.6% |
| Q1 2019 | $49,000 | -96.9% | 530 | -97.2% | 0.01% | -97.4% |
| Q4 2018 | $1,604,000 | – | 19,007 | – | 0.35% | – |
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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% |