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 | $947,267 | +1.8% | 9,579 | +3.8% | 0.38% | +9.5% |
Q2 2023 | $930,191 | +7.6% | 9,229 | +8.5% | 0.35% | +3.3% |
Q1 2023 | $864,415 | -15.3% | 8,503 | -13.1% | 0.34% | -15.6% |
Q4 2022 | $1,020,301 | +13.0% | 9,788 | -1.0% | 0.40% | +5.9% |
Q3 2022 | $903,000 | -9.3% | 9,888 | -0.3% | 0.38% | -3.6% |
Q2 2022 | $996,000 | -16.2% | 9,918 | -10.9% | 0.39% | +6.0% |
Q1 2022 | $1,189,000 | +16.2% | 11,127 | +9.8% | 0.37% | +21.9% |
Q4 2021 | $1,023,000 | +11.4% | 10,133 | +4.0% | 0.30% | +7.1% |
Q3 2021 | $918,000 | +5.2% | 9,743 | +8.6% | 0.28% | +8.5% |
Q2 2021 | $873,000 | +37.7% | 8,973 | +34.3% | 0.26% | +29.4% |
Q1 2021 | $634,000 | +18.5% | 6,683 | +9.5% | 0.20% | +6.3% |
Q4 2020 | $535,000 | +3.9% | 6,103 | -4.6% | 0.19% | -10.0% |
Q3 2020 | $515,000 | -0.2% | 6,400 | +0.6% | 0.21% | -4.1% |
Q2 2020 | $516,000 | -0.6% | 6,360 | -12.4% | 0.22% | -16.7% |
Q1 2020 | $519,000 | +28.8% | 7,258 | +76.5% | 0.26% | +67.5% |
Q4 2019 | $403,000 | +3.6% | 4,112 | -0.5% | 0.16% | +8.3% |
Q3 2019 | $389,000 | +4.6% | 4,132 | +5.0% | 0.14% | +4.3% |
Q2 2019 | $372,000 | -7.2% | 3,937 | -8.5% | 0.14% | -6.1% |
Q1 2019 | $401,000 | +14.6% | 4,302 | +3.7% | 0.15% | +2.8% |
Q4 2018 | $350,000 | +73.3% | 4,147 | +85.5% | 0.14% | +102.8% |
Q3 2018 | $202,000 | – | 2,236 | – | 0.07% | – |
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% |