ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $5,000 | -66.7% | 50 | -69.3% | 0.00% | -66.7% |
| Q1 2021 | $15,000 | -96.0% | 163 | -96.2% | 0.00% | -98.2% |
| Q4 2020 | $377,000 | +46.7% | 4,299 | +34.5% | 0.16% | +164.5% |
| Q3 2020 | $257,000 | -1.5% | 3,197 | -0.6% | 0.06% | -8.8% |
| Q2 2020 | $261,000 | +13.5% | 3,216 | -0.1% | 0.07% | +4.6% |
| Q1 2020 | $230,000 | -9.4% | 3,218 | +24.2% | 0.06% | +8.3% |
| Q4 2019 | $254,000 | – | 2,592 | – | 0.06% | – |
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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% |