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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $291,426 | -4.0% | 2,681 | -2.7% | 0.01% | 0.0% |
| Q1 2024 | $303,618 | -1.3% | 2,755 | -8.7% | 0.01% | -20.0% |
| Q4 2023 | $307,576 | +28.6% | 3,016 | +24.7% | 0.01% | +11.1% |
| Q3 2023 | $239,213 | -1.9% | 2,419 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $243,809 | -23.3% | 2,419 | -22.7% | 0.01% | -30.8% |
| Q1 2023 | $317,952 | – | 3,128 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 173,488 | $16,336,000 | 14.96% |
| Stratford Consulting, LLC | 383,160 | $36,078,000 | 12.35% |
| Wolff Financial Management LLC | 149,025 | $14,032,000 | 10.24% |
| Shamrock Asset Management LLC | 107,050 | $10,080,000 | 7.85% |
| Forefront Analytics, LLC | 179,504 | $16,899,000 | 6.96% |
| Bouchey Financial Group Ltd | 283,019 | $26,649,000 | 6.37% |
| LBMC INVESTMENT ADVISORS, LLC | 410,238 | $38,628,000 | 5.86% |
| WealthOne, LLC | 85,024 | $8,006,000 | 5.73% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 215,196 | $20,263,000 | 5.53% |
| Gunma Bank,Ltd. | 61,000 | $5,744,000 | 5.46% |