ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 697 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $635 | -1.9% | 6,417 | 0.0% | 0.06% | +6.6% |
Q2 2023 | $647 | -0.8% | 6,417 | 0.0% | 0.06% | -7.6% |
Q1 2023 | $652 | -2.5% | 6,417 | 0.0% | 0.07% | -8.3% |
Q4 2022 | $669 | -99.9% | 6,417 | 0.0% | 0.07% | +9.1% |
Q3 2022 | $586,000 | -9.0% | 6,417 | 0.0% | 0.07% | 0.0% |
Q2 2022 | $644,000 | -6.1% | 6,417 | 0.0% | 0.07% | +22.2% |
Q1 2022 | $686,000 | +5.9% | 6,417 | 0.0% | 0.05% | +14.9% |
Q4 2021 | $648,000 | +7.1% | 6,417 | 0.0% | 0.05% | +4.4% |
Q3 2021 | $605,000 | -2.3% | 6,417 | 0.0% | 0.04% | +4.7% |
Q2 2021 | $619,000 | +1.6% | 6,417 | 0.0% | 0.04% | -8.5% |
Q1 2021 | $609,000 | +8.2% | 6,417 | 0.0% | 0.05% | +2.2% |
Q4 2020 | $563,000 | +9.1% | 6,417 | 0.0% | 0.05% | -8.0% |
Q3 2020 | $516,000 | -1.0% | 6,417 | 0.0% | 0.05% | -9.1% |
Q2 2020 | $521,000 | +13.5% | 6,417 | 0.0% | 0.06% | -5.2% |
Q1 2020 | $459,000 | -27.0% | 6,417 | 0.0% | 0.06% | +7.4% |
Q4 2019 | $629,000 | +4.1% | 6,417 | 0.0% | 0.05% | -3.6% |
Q3 2019 | $604,000 | -0.3% | 6,417 | 0.0% | 0.06% | +5.7% |
Q2 2019 | $606,000 | +1.2% | 6,417 | 0.0% | 0.05% | 0.0% |
Q1 2019 | $599,000 | +10.7% | 6,417 | 0.0% | 0.05% | -8.6% |
Q4 2018 | $541,000 | -6.9% | 6,417 | 0.0% | 0.06% | +20.8% |
Q3 2018 | $581,000 | +6.6% | 6,417 | 0.0% | 0.05% | -2.0% |
Q2 2018 | $545,000 | +0.6% | 6,417 | 0.0% | 0.05% | +8.9% |
Q1 2018 | $542,000 | -6.2% | 6,417 | 0.0% | 0.04% | 0.0% |
Q4 2017 | $578,000 | +4.7% | 6,417 | 0.0% | 0.04% | 0.0% |
Q3 2017 | $552,000 | +3.6% | 6,417 | 0.0% | 0.04% | 0.0% |
Q2 2017 | $533,000 | -0.9% | 6,417 | 0.0% | 0.04% | +2.3% |
Q1 2017 | $538,000 | +1.9% | 6,417 | 0.0% | 0.04% | +4.8% |
Q4 2016 | $528,000 | +1.1% | 6,417 | 0.0% | 0.04% | -6.7% |
Q3 2016 | $522,000 | – | 6,417 | – | 0.04% | – |
Download |
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% |