ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 703 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $248,043 | -2.0% | 2,251 | -9.3% | 0.11% | -9.8% |
| Q4 2023 | $252,997 | -18.8% | 2,481 | -21.3% | 0.12% | -25.5% |
| Q3 2023 | $311,686 | -24.1% | 3,152 | -22.7% | 0.16% | -23.6% |
| Q2 2023 | $410,805 | -22.1% | 4,076 | -21.4% | 0.22% | -24.5% |
| Q1 2023 | $527,189 | -14.5% | 5,186 | -12.3% | 0.29% | -20.6% |
| Q4 2022 | $616,313 | +41.0% | 5,912 | +23.6% | 0.36% | +32.4% |
| Q3 2022 | $437,000 | – | 4,782 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 143,588 | $13,535,000 | 10.11% |
| Titus Wealth Management | 179,596 | $16,931,000 | 8.89% |
| Lantz Financial LLC | 115,093 | $10,849,000 | 5.56% |
| BT Wealth Management LLC | 168,815 | $15,913,000 | 4.94% |
| Forefront Analytics, LLC | 140,263 | $13,223,000 | 4.82% |
| KFA Private Wealth Group, LLC | 82,186 | $7,747,000 | 4.24% |
| LBMC INVESTMENT ADVISORS, LLC | 25,682 | $44,502,000 | 4.16% |
| Astor Investment Management LLC | 193,841 | $18,271,000 | 4.06% |
| WC Walker & Associates, Inc. | 79,157 | $7,461,000 | 4.00% |
| Bernardo Wealth Planning LLC | 63,517 | $5,987,000 | 3.48% |