SOL Capital Management CO - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 578 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.

Quarter-by-quarter ownership
SOL Capital Management CO ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$217
-32.2%
2,000
-31.0%
0.03%
-35.0%
Q1 2024$320
+8.1%
2,9000.0%0.04%0.0%
Q4 2023$296
+3.1%
2,9000.0%0.04%
-9.1%
Q3 2023$287
-1.7%
2,9000.0%0.04%0.0%
Q2 2023$292
-99.9%
2,9000.0%0.04%
-8.3%
Q1 2023$294,814
-2.5%
2,9000.0%0.05%
-9.4%
Q4 2022$302,296
+14.1%
2,9000.0%0.05%
-3.6%
Q3 2022$265,000
-8.9%
2,9000.0%0.06%
-6.8%
Q2 2022$291,000
-9.3%
2,900
-3.3%
0.06%
+1.7%
Q1 2022$321,000
+5.9%
3,0000.0%0.06%
+5.5%
Q4 2021$303,000
+7.1%
3,0000.0%0.06%
-1.8%
Q3 2021$283,000
-2.4%
3,0000.0%0.06%
-1.8%
Q2 2021$290,000
+1.8%
3,0000.0%0.06%
-5.0%
Q1 2021$285,000
+8.4%
3,0000.0%0.06%
-1.6%
Q4 2020$263,000
+9.1%
3,0000.0%0.06%
-7.6%
Q3 2020$241,000
-0.8%
3,0000.0%0.07%
-4.3%
Q2 2020$243,000
+13.0%
3,0000.0%0.07%
-2.8%
Q1 2020$215,000
-26.9%
3,0000.0%0.07%
-4.1%
Q4 2019$294,000
+4.3%
3,0000.0%0.07%
-3.9%
Q3 2019$282,000
-8.1%
3,000
-7.7%
0.08%
-7.2%
Q2 2019$307,000
+1.3%
3,2500.0%0.08%
-1.2%
Q1 2019$303,000
+10.6%
3,2500.0%0.08%
-4.5%
Q4 2018$274,000
-6.8%
3,2500.0%0.09%
+11.4%
Q3 2018$294,000
+6.5%
3,2500.0%0.08%0.0%
Q2 2018$276,000
+0.4%
3,2500.0%0.08%0.0%
Q1 2018$275,000
-6.1%
3,2500.0%0.08%
-6.0%
Q4 2017$293,000
+5.0%
3,2500.0%0.08%
+6.3%
Q3 2017$279,000
+3.3%
3,2500.0%0.08%
+6.8%
Q2 2017$270,0003,2500.07%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Titus Wealth Management 173,488$16,336,00014.96%
Stratford Consulting, LLC 383,160$36,078,00012.35%
Wolff Financial Management LLC 149,025$14,032,00010.24%
Shamrock Asset Management LLC 107,050$10,080,0007.85%
Forefront Analytics, LLC 179,504$16,899,0006.96%
Bouchey Financial Group Ltd 283,019$26,649,0006.37%
LBMC INVESTMENT ADVISORS, LLC 410,238$38,628,0005.86%
WealthOne, LLC 85,024$8,006,0005.73%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 215,196$20,263,0005.53%
Gunma Bank,Ltd. 61,000$5,744,0005.46%
View complete list of ISHARES TR shareholders