ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 469 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.76 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $266,824 | -8.2% | 2,698 | -6.4% | 0.01% | -10.0% |
Q2 2023 | $290,697 | -0.8% | 2,884 | +0.0% | 0.01% | 0.0% |
Q1 2023 | $293,109 | -3.1% | 2,883 | -0.7% | 0.01% | -9.1% |
Q4 2022 | $302,503 | +29.8% | 2,902 | +13.5% | 0.01% | +10.0% |
Q3 2022 | $233,000 | -9.3% | 2,556 | +0.1% | 0.01% | -9.1% |
Q2 2022 | $257,000 | -3.7% | 2,554 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $267,000 | -0.4% | 2,554 | -3.7% | 0.01% | +22.2% |
Q4 2021 | $268,000 | +7.2% | 2,651 | +0.1% | 0.01% | -10.0% |
Q3 2021 | $250,000 | -6.0% | 2,649 | -3.7% | 0.01% | 0.0% |
Q2 2021 | $266,000 | +1.9% | 2,752 | +0.1% | 0.01% | -9.1% |
Q1 2021 | $261,000 | +8.3% | 2,750 | +0.0% | 0.01% | 0.0% |
Q4 2020 | $241,000 | +1.7% | 2,749 | -6.8% | 0.01% | -15.4% |
Q3 2020 | $237,000 | -17.4% | 2,949 | -16.6% | 0.01% | -23.5% |
Q2 2020 | $287,000 | +17.1% | 3,534 | +3.0% | 0.02% | -5.6% |
Q1 2020 | $245,000 | – | 3,431 | – | 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% |