ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 365 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $10,590,000 | -15.0% | 116,000 | -6.5% | 0.18% | -14.3% |
Q2 2022 | $12,453,000 | -6.0% | 124,000 | 0.0% | 0.21% | 0.0% |
Q1 2022 | $13,254,000 | +5.8% | 124,000 | 0.0% | 0.21% | +9.4% |
Q4 2021 | $12,523,000 | +7.1% | 124,000 | 0.0% | 0.19% | -5.9% |
Q3 2021 | $11,688,000 | -2.3% | 124,000 | 0.0% | 0.20% | -6.0% |
Q2 2021 | $11,969,000 | +1.7% | 124,000 | 0.0% | 0.22% | -6.1% |
Q1 2021 | $11,766,000 | +8.2% | 124,000 | 0.0% | 0.23% | +5.0% |
Q4 2020 | $10,871,000 | +8.9% | 124,000 | 0.0% | 0.22% | -7.9% |
Q3 2020 | $9,980,000 | -0.8% | 124,000 | 0.0% | 0.24% | -3.2% |
Q2 2020 | $10,062,000 | +13.4% | 124,000 | 0.0% | 0.25% | +16.5% |
Q1 2020 | $8,872,000 | -19.9% | 124,000 | +9.7% | 0.21% | +17.1% |
Q4 2019 | $11,082,000 | +4.2% | 113,000 | 0.0% | 0.18% | -7.7% |
Q3 2019 | $10,640,000 | +4.3% | 113,000 | +4.6% | 0.20% | -2.0% |
Q2 2019 | $10,206,000 | +1.3% | 108,000 | 0.0% | 0.20% | +3.1% |
Q1 2019 | $10,075,000 | -21.7% | 108,000 | -29.2% | 0.19% | -28.4% |
Q4 2018 | $12,863,000 | +31.6% | 152,440 | +41.1% | 0.27% | +62.3% |
Q3 2018 | $9,778,000 | +6.5% | 108,000 | 0.0% | 0.17% | +0.6% |
Q2 2018 | $9,179,000 | +0.6% | 108,000 | 0.0% | 0.17% | -2.4% |
Q1 2018 | $9,124,000 | -6.3% | 108,000 | 0.0% | 0.17% | -16.7% |
Q4 2017 | $9,735,000 | +4.9% | 108,000 | 0.0% | 0.20% | -3.3% |
Q3 2017 | $9,283,000 | +3.4% | 108,000 | 0.0% | 0.21% | -26.5% |
Q2 2017 | $8,978,000 | -0.9% | 108,000 | 0.0% | 0.29% | +92.6% |
Q1 2017 | $9,057,000 | +2.0% | 108,000 | 0.0% | 0.15% | -39.2% |
Q4 2016 | $8,883,000 | +56.1% | 108,000 | +54.3% | 0.24% | +16.7% |
Q3 2016 | $5,689,000 | +765.9% | 70,000 | +775.0% | 0.21% | +775.0% |
Q2 2016 | $657,000 | +5.3% | 8,000 | 0.0% | 0.02% | +26.3% |
Q1 2016 | $624,000 | +6.3% | 8,000 | 0.0% | 0.02% | +26.7% |
Q4 2015 | $587,000 | +5.4% | 8,000 | 0.0% | 0.02% | +7.1% |
Q3 2015 | $557,000 | -5.4% | 8,000 | 0.0% | 0.01% | -6.7% |
Q2 2015 | $589,000 | -39.2% | 8,000 | -38.1% | 0.02% | -37.5% |
Q1 2015 | $969,000 | +58.3% | 12,920 | +61.5% | 0.02% | +60.0% |
Q4 2014 | $612,000 | – | 8,000 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 121,777 | $10,676,000 | 9.46% |
Titus Wealth Management | 171,398 | $15,026,000 | 9.23% |
Wolff Financial Management LLC | 150,512 | $13,195,000 | 6.92% |
Lantz Financial LLC | 115,180 | $10,098,000 | 6.30% |
Forefront Analytics, LLC | 137,725 | $12,072,000 | 5.24% |
LBMC INVESTMENT ADVISORS, LLC | 423,474 | $37,126,000 | 4.38% |
WC Walker & Associates, Inc. | 76,476 | $6,916,000 | 3.98% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 198,276 | $17,383,000 | 3.94% |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 125,481 | $11,000,000 | 3.76% |
Keystone Financial Planning, Inc. | 98,089 | $8,599,000 | 3.57% |