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 2024 | $593,585 | -2.1% | 5,461 | -0.8% | 0.02% | +90.9% |
| Q1 2024 | $606,534 | +6.1% | 5,503 | -1.4% | 0.01% | -42.1% |
| Q4 2023 | $571,532 | +3.9% | 5,581 | +0.3% | 0.02% | -9.5% |
| Q3 2023 | $550,297 | -5.0% | 5,565 | -3.2% | 0.02% | 0.0% |
| Q2 2023 | $579,425 | -8.1% | 5,749 | -7.3% | 0.02% | -16.0% |
| Q1 2023 | $630,345 | +70172.6% | 6,201 | -27.9% | 0.02% | -50.0% |
| Q4 2022 | $897 | -99.9% | 8,605 | +8.7% | 0.05% | +13.6% |
| Q3 2022 | $722,000 | -63.0% | 7,914 | -59.3% | 0.04% | -45.0% |
| Q2 2022 | $1,952,000 | +351.9% | 19,440 | +381.3% | 0.08% | +566.7% |
| Q1 2022 | $432,000 | +5.6% | 4,039 | -0.2% | 0.01% | +33.3% |
| Q4 2021 | $409,000 | +38.2% | 4,047 | +28.9% | 0.01% | +12.5% |
| Q3 2021 | $296,000 | +6.1% | 3,140 | +8.5% | 0.01% | 0.0% |
| Q2 2021 | $279,000 | -9.4% | 2,894 | -10.9% | 0.01% | 0.0% |
| Q1 2021 | $308,000 | – | 3,247 | – | 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% |