ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 600 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,502 | +7616.7% | 2,341 | +8260.7% | 0.03% | – |
| Q2 2022 | $3,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | -91.2% | 28 | -91.7% | 0.00% | -100.0% |
| Q4 2021 | $34,000 | -5.6% | 336 | -13.0% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | -30.8% | 386 | -28.3% | 0.00% | -33.3% |
| Q2 2021 | $52,000 | -91.4% | 538 | -91.6% | 0.01% | -92.4% |
| Q1 2021 | $607,000 | +8.4% | 6,392 | 0.0% | 0.08% | +5.3% |
| Q4 2020 | $560,000 | +8.9% | 6,392 | 0.0% | 0.08% | 0.0% |
| Q3 2020 | $514,000 | -1.0% | 6,392 | 0.0% | 0.08% | -8.5% |
| Q2 2020 | $519,000 | +13.6% | 6,392 | 0.0% | 0.08% | -5.7% |
| Q1 2020 | $457,000 | -27.6% | 6,392 | -0.7% | 0.09% | -10.3% |
| Q4 2019 | $631,000 | +4.0% | 6,437 | 0.0% | 0.10% | +10.2% |
| Q3 2019 | $607,000 | -0.3% | 6,437 | 0.0% | 0.09% | -4.3% |
| Q2 2019 | $609,000 | +1.5% | 6,437 | 0.0% | 0.09% | +1.1% |
| Q1 2019 | $600,000 | +10.5% | 6,437 | 0.0% | 0.09% | 0.0% |
| Q4 2018 | $543,000 | -9.5% | 6,437 | -2.8% | 0.09% | +3.4% |
| Q3 2018 | $600,000 | +6.8% | 6,621 | 0.0% | 0.09% | 0.0% |
| Q2 2018 | $562,000 | +0.4% | 6,621 | 0.0% | 0.09% | -8.3% |
| Q1 2018 | $560,000 | +74.5% | 6,621 | +85.9% | 0.10% | +88.2% |
| Q4 2017 | $321,000 | – | 3,562 | – | 0.05% | – |
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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% |