ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 708 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $326 | -1.5% | 3 | 0.0% | 0.00% | – |
| Q1 2024 | $331 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q4 2023 | $1,755,146 | +355.9% | 17,209 | +342.0% | 0.10% | +312.5% |
| Q3 2023 | $384,979 | -63.0% | 3,893 | -62.2% | 0.02% | -63.6% |
| Q2 2023 | $1,039,145 | -63.6% | 10,310 | -62.4% | 0.07% | -66.8% |
| Q4 2022 | $2,854,821 | +9744.2% | 27,387 | +9029.0% | 0.20% | +2111.1% |
| Q4 2019 | $29,000 | +3.6% | 300 | 0.0% | 0.01% | -35.7% |
| Q3 2019 | $28,000 | +2700.0% | 300 | +2627.3% | 0.01% | +1300.0% |
| Q4 2017 | $1,000 | -83.3% | 11 | -83.3% | 0.00% | -75.0% |
| Q3 2017 | $6,000 | -99.9% | 66 | -99.9% | 0.00% | -99.9% |
| Q4 2016 | $7,570,000 | – | 92,035 | – | 5.13% | – |
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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% |