ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 724 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $62,285 | -1.4% | 573 | 0.0% | 0.02% | -6.2% |
| Q1 2024 | $63,150 | +8.1% | 573 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $58,440 | +3.1% | 573 | 0.0% | 0.02% | -15.8% |
| Q3 2023 | $56,664 | -1.9% | 573 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $57,753 | +468.1% | 573 | +473.0% | 0.02% | +375.0% |
| Q1 2023 | $10,166 | +11.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,129 | +1.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 100 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $10,000 | -9.1% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $9,000 | -10.0% | 100 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $9,000 | +28.6% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $7,000 | – | 100 | – | 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% |