ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 283 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,045 | +20.7% | 9,613 | +22.4% | 0.01% | +18.2% |
| Q1 2024 | $866 | +24.2% | 7,855 | +15.0% | 0.01% | +10.0% |
| Q4 2023 | $697 | -10.8% | 6,832 | -13.6% | 0.01% | -16.7% |
| Q3 2023 | $781 | -100.0% | 7,903 | -61.4% | 0.01% | -68.4% |
| Q4 2022 | $2,135,000 | -100.0% | 20,477 | -96.6% | 0.04% | -96.5% |
| Q3 2022 | $54,889,000,000 | +70059.1% | 601,260 | -22.8% | 1.09% | -27.8% |
| Q2 2022 | $78,235,000 | +6897.8% | 779,004 | +7348.2% | 1.52% | +7480.0% |
| Q1 2022 | $1,118,000 | -26.4% | 10,459 | -50.7% | 0.02% | -84.5% |
| Q1 2020 | $1,518,000 | -11.1% | 21,210 | +21.8% | 0.13% | +81.7% |
| Q4 2019 | $1,708,000 | +27.9% | 17,414 | +22.8% | 0.07% | +12.7% |
| Q3 2019 | $1,335,000 | +451.7% | 14,179 | +453.0% | 0.06% | +133.3% |
| Q2 2019 | $242,000 | -2.8% | 2,564 | -3.1% | 0.03% | +92.9% |
| Q1 2019 | $249,000 | -2.0% | 2,645 | -10.6% | 0.01% | -64.1% |
| Q4 2018 | $254,000 | -78.1% | 2,960 | -76.7% | 0.04% | -79.0% |
| Q3 2018 | $1,158,000 | -24.9% | 12,716 | -30.2% | 0.19% | -31.4% |
| Q2 2018 | $1,542,000 | -1.3% | 18,205 | -3.5% | 0.27% | -21.7% |
| Q1 2018 | $1,563,000 | +8.2% | 18,856 | +18.0% | 0.35% | -7.5% |
| Q4 2017 | $1,444,000 | +22.1% | 15,986 | +16.5% | 0.37% | +2.5% |
| Q3 2017 | $1,183,000 | +4.8% | 13,724 | +0.6% | 0.36% | +196.7% |
| Q2 2017 | $1,129,000 | +28.1% | 13,648 | +29.9% | 0.12% | -68.9% |
| Q1 2017 | $881,000 | -26.5% | 10,506 | -27.4% | 0.40% | -33.1% |
| Q4 2016 | $1,198,000 | +8.5% | 14,472 | +6.2% | 0.59% | -8.6% |
| Q3 2016 | $1,104,000 | -99.6% | 13,625 | +280.5% | 0.65% | +1122.6% |
| Q1 2016 | $281,000,000 | +6.0% | 3,581 | -0.9% | 0.05% | -5.4% |
| Q4 2015 | $265,000,000 | – | 3,614 | – | 0.06% | – |
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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% |