ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 708 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $281,034 | -72.6% | 2,585 | -72.2% | 0.24% | -74.0% |
| Q1 2024 | $1,025,620 | -11.9% | 9,306 | -18.5% | 0.93% | -18.8% |
| Q4 2023 | $1,164,462 | -11.5% | 11,417 | -14.2% | 1.15% | -24.8% |
| Q3 2023 | $1,316,130 | -26.6% | 13,309 | -25.2% | 1.53% | -20.0% |
| Q2 2023 | $1,793,343 | -39.6% | 17,793 | -39.1% | 1.91% | -42.8% |
| Q1 2023 | $2,969,328 | -5.1% | 29,208 | -2.6% | 3.34% | -11.9% |
| Q4 2022 | $3,127,516 | – | 30,003 | – | 3.79% | – |
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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% |