ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 691 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,966 | +15.8% | 3,094 | +18.0% | 0.00% | 0.0% |
| Q2 2023 | $264,271 | +31.5% | 2,622 | +31.3% | 0.00% | 0.0% |
| Q2 2022 | $201,000 | -14.8% | 1,997 | -23.6% | 0.00% | -91.8% |
| Q4 2017 | $236,000 | -40.1% | 2,613 | -43.0% | 0.05% | -47.9% |
| Q3 2017 | $394,000 | -50.8% | 4,588 | -52.4% | 0.09% | -50.0% |
| Q2 2017 | $801,000 | -29.8% | 9,636 | -29.2% | 0.19% | -43.4% |
| Q1 2017 | $1,141,000 | – | 13,608 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 147,392 | $13,929,000 | 13.74% |
| Stratford Consulting, LLC | 389,378 | $36,796,000 | 12.99% |
| FundX Investment Group, LLC | 278,232 | $26,293,000 | 10.87% |
| Wolff Financial Management LLC | 144,770 | $13,681,000 | 10.53% |
| Shamrock Asset Management LLC | 114,465 | $10,817,000 | 7.65% |
| Forefront Analytics, LLC | 166,232 | $15,714,000 | 6.69% |
| Bouchey Financial Group Ltd | 283,575 | $26,798,000 | 6.54% |
| LBMC INVESTMENT ADVISORS, LLC | 408,268 | $38,581,000 | 5.84% |
| Gunma Bank,Ltd. | 61,000 | $5,765,000 | 5.70% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 213,249 | $20,152,000 | 5.68% |