ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 688 filers reported holding ISHARES TR in Q2 2024. 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 | $607,238 | -3.2% | 5,586 | -1.9% | 0.05% | -12.1% |
| Q1 2024 | $627,542 | +16.2% | 5,694 | +7.5% | 0.06% | +16.0% |
| Q4 2023 | $540,047 | +144.9% | 5,295 | +137.4% | 0.05% | +117.4% |
| Q3 2023 | $220,523 | +0.2% | 2,230 | +2.1% | 0.02% | +4.5% |
| Q2 2023 | $220,126 | -66.0% | 2,184 | -64.8% | 0.02% | -24.1% |
| Q4 2022 | $646,729 | +467.3% | 6,204 | +395.5% | 0.03% | +314.3% |
| Q3 2022 | $114,000 | -4.2% | 1,252 | +7.0% | 0.01% | -36.4% |
| Q2 2022 | $119,000 | -65.2% | 1,170 | -63.5% | 0.01% | -42.1% |
| Q1 2022 | $342,000 | +824.3% | 3,202 | +772.5% | 0.02% | +533.3% |
| Q4 2021 | $37,000 | +5.7% | 367 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $35,000 | +9.4% | 367 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $32,000 | – | 367 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stratford Consulting, LLC | 366,371 | $30,097,000 | 13.53% |
| Noven Financial Group, Inc. | 220,819 | $18,140,000 | 12.21% |
| ARS Wealth Advisors, LLC | 218,205 | $17,926,000 | 7.62% |
| LBMC INVESTMENT ADVISORS, LLC | 423,000 | $34,749,000 | 6.97% |
| Corbenic Partners LLC | 81,759 | $6,717,000 | 6.89% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 197,624 | $16,235,000 | 6.67% |
| Manifold Partners, LLC | 79,328 | $7,296,000 | 5.81% |
| Friedenthal Financial | 68,070 | $5,592,000 | 4.82% |
| FundX Investment Group, LLC | 234,667 | $19,278,000 | 4.82% |
| Simply Money Advisors | 380,142 | $31,229,000 | 4.81% |