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 | ||||
---|---|---|---|---|---|---|
Q1 2024 | $8,071,780 | +8.1% | 73,240 | 0.0% | 4.89% | -0.7% |
Q4 2023 | $7,469,748 | +3.1% | 73,240 | 0.0% | 4.93% | +0.7% |
Q3 2023 | $7,242,704 | -1.9% | 73,240 | 0.0% | 4.89% | -6.9% |
Q2 2023 | $7,381,860 | -0.9% | 73,240 | 0.0% | 5.25% | -10.0% |
Q1 2023 | $7,445,578 | -45.6% | 73,240 | -44.2% | 5.84% | -34.2% |
Q4 2022 | $13,688,797 | – | 131,320 | – | 8.87% | – |
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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% |