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 | $433,062 | +28.1% | 3,984 | +29.9% | 0.07% | +20.0% |
| Q1 2024 | $338,081 | +8.7% | 3,068 | +0.6% | 0.06% | -1.6% |
| Q4 2023 | $311,057 | +3.5% | 3,050 | +0.4% | 0.06% | -15.3% |
| Q3 2023 | $300,530 | +48.3% | 3,039 | +51.0% | 0.07% | +35.8% |
| Q1 2023 | $202,676 | +133.0% | 2,013 | +95.8% | 0.05% | -13.1% |
| Q2 2018 | $87,000 | – | 1,028 | – | 0.06% | – |
Download | ||||||
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% |