ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 215 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $264 | -99.9% | 2,535 | -1.3% | 0.06% | +11.8% |
| Q3 2022 | $235,000 | +3.5% | 2,569 | -7.1% | 0.05% | -37.0% |
| Q2 2016 | $227,000 | +13.5% | 2,765 | +1.7% | 0.08% | +12.5% |
| Q2 2015 | $200,000 | -2.9% | 2,720 | -0.9% | 0.07% | -1.4% |
| Q1 2015 | $206,000 | +1.0% | 2,745 | +3.2% | 0.07% | -1.4% |
| Q4 2014 | $204,000 | +2.0% | 2,660 | 0.0% | 0.07% | -1.3% |
| Q3 2014 | $200,000 | – | 2,660 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 143,588 | $13,535,000 | 10.11% |
| Titus Wealth Management | 179,596 | $16,931,000 | 8.89% |
| Lantz Financial LLC | 115,093 | $10,849,000 | 5.56% |
| BT Wealth Management LLC | 168,815 | $15,913,000 | 4.94% |
| Forefront Analytics, LLC | 140,263 | $13,223,000 | 4.82% |
| KFA Private Wealth Group, LLC | 82,186 | $7,747,000 | 4.24% |
| LBMC INVESTMENT ADVISORS, LLC | 25,682 | $44,502,000 | 4.16% |
| Astor Investment Management LLC | 193,841 | $18,271,000 | 4.06% |
| WC Walker & Associates, Inc. | 79,157 | $7,461,000 | 4.00% |
| Bernardo Wealth Planning LLC | 63,517 | $5,987,000 | 3.48% |