ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 740 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $207,617 | -33.2% | 1,910 | -32.3% | 0.10% | -47.2% |
| Q1 2024 | $310,792 | -12.7% | 2,820 | -19.2% | 0.20% | -22.1% |
| Q4 2023 | $355,945 | -54.6% | 3,490 | -55.5% | 0.25% | -60.5% |
| Q3 2023 | $784,249 | -3.3% | 7,845 | -2.5% | 0.64% | +13.7% |
| Q2 2023 | $810,856 | -3.6% | 8,045 | -2.7% | 0.56% | -11.3% |
| Q1 2023 | $840,728 | -3.9% | 8,270 | -1.4% | 0.64% | -8.0% |
| Q4 2022 | $874,574 | – | 8,390 | – | 0.69% | – |
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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% |