CLIFFORD SWAN INVESTMENT COUNSEL LLC - ISHARES TR ownership

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ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 702 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.4%.

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Quarter-by-quarter ownership
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,143,850
-1.4%
10,5230.0%0.04%0.0%
Q1 2024$1,159,740
+8.1%
10,5230.0%0.04%
+2.4%
Q4 2023$1,073,241
+3.1%
10,5230.0%0.04%
-4.5%
Q3 2023$1,040,619
-4.9%
10,523
-3.1%
0.04%0.0%
Q2 2023$1,094,075
-0.9%
10,8550.0%0.04%
-4.3%
Q1 2023$1,103,519
+0.6%
10,855
+3.2%
0.05%
-4.2%
Q4 2022$1,096,918
+14.1%
10,5230.0%0.05%
+6.7%
Q3 2022$961,000
-9.1%
10,5230.0%0.04%
-2.2%
Q2 2022$1,057,000
-6.0%
10,5230.0%0.05%
+9.5%
Q1 2022$1,125,000
+5.8%
10,5230.0%0.04%
+13.5%
Q4 2021$1,063,000
+2.3%
10,5230.0%0.04%
-2.6%
Q3 2021$1,039,000
+2.2%
10,5230.0%0.04%
-2.6%
Q2 2021$1,017,000
+1.8%
10,5230.0%0.04%
-4.9%
Q1 2021$999,000
+8.2%
10,5230.0%0.04%
+2.5%
Q4 2020$923,000
+9.0%
10,5230.0%0.04%
-2.4%
Q3 2020$847,000
-0.8%
10,5230.0%0.04%
-6.8%
Q2 2020$854,000
+13.4%
10,5230.0%0.04%
-4.3%
Q1 2020$753,000–10,523–0.05%–
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Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Titus Wealth Management 173,488$16,336,00014.96%
Stratford Consulting, LLC 383,160$36,078,00012.35%
Wolff Financial Management LLC 149,025$14,032,00010.24%
Shamrock Asset Management LLC 107,050$10,080,0007.85%
Forefront Analytics, LLC 179,504$16,899,0006.96%
Bouchey Financial Group Ltd 283,019$26,649,0006.37%
LBMC INVESTMENT ADVISORS, LLC 410,238$38,628,0005.86%
WealthOne, LLC 85,024$8,006,0005.73%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 215,196$20,263,0005.53%
Gunma Bank,Ltd. 61,000$5,744,0005.46%
View complete list of ISHARES TR shareholders