ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 146 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,343 | -7.1% | 13,583 | -5.2% | 0.00% | 0.0% |
Q2 2023 | $1,445 | -5.3% | 14,334 | -4.5% | 0.00% | -20.0% |
Q1 2023 | $1,526 | +13.5% | 15,006 | +16.4% | 0.01% | 0.0% |
Q4 2022 | $1,344 | -99.4% | 12,890 | +362.3% | 0.01% | +66.7% |
Q2 2014 | $210,000 | -97.4% | 2,788 | -97.7% | 0.00% | -98.1% |
Q2 2013 | $7,949,000 | – | 119,820 | – | 0.16% | – |
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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% |