ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 698 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,267,874 | +8.7% | 11,664 | +10.2% | 0.02% | +10.0% |
Q1 2024 | $1,166,252 | +13.2% | 10,582 | +4.7% | 0.02% | +5.3% |
Q4 2023 | $1,030,630 | +2.8% | 10,105 | -0.3% | 0.02% | -9.5% |
Q3 2023 | $1,002,106 | -6.2% | 10,134 | -4.4% | 0.02% | -4.5% |
Q2 2023 | $1,068,558 | -4.7% | 10,602 | -3.9% | 0.02% | -8.3% |
Q1 2023 | $1,121,363 | +4.0% | 11,031 | +6.7% | 0.02% | -4.0% |
Q4 2022 | $1,078,197 | -9.9% | 10,343 | -21.1% | 0.02% | +4.2% |
Q3 2022 | $1,197,000 | -0.6% | 13,112 | +9.3% | 0.02% | +4.3% |
Q2 2022 | $1,204,000 | -8.9% | 11,992 | -3.0% | 0.02% | 0.0% |
Q1 2022 | $1,322,000 | +5.7% | 12,363 | -0.2% | 0.02% | +4.5% |
Q4 2021 | $1,251,000 | +5.3% | 12,391 | -1.7% | 0.02% | 0.0% |
Q3 2021 | $1,188,000 | -10.9% | 12,604 | -8.8% | 0.02% | -8.3% |
Q2 2021 | $1,334,000 | +0.6% | 13,822 | -1.1% | 0.02% | -7.7% |
Q1 2021 | $1,326,000 | +15.4% | 13,970 | +6.6% | 0.03% | +13.0% |
Q4 2020 | $1,149,000 | +7.0% | 13,105 | -1.8% | 0.02% | -4.2% |
Q3 2020 | $1,074,000 | -4.2% | 13,346 | -3.4% | 0.02% | -7.7% |
Q2 2020 | $1,121,000 | +13.1% | 13,810 | -0.3% | 0.03% | 0.0% |
Q1 2020 | $991,000 | -29.5% | 13,856 | -3.4% | 0.03% | -16.1% |
Q4 2019 | $1,406,000 | +9.7% | 14,339 | +5.3% | 0.03% | +10.7% |
Q3 2019 | $1,282,000 | +5.5% | 13,620 | +6.0% | 0.03% | +3.7% |
Q2 2019 | $1,215,000 | +63.3% | 12,855 | +61.3% | 0.03% | +58.8% |
Q1 2019 | $744,000 | +56.0% | 7,970 | +41.1% | 0.02% | +54.5% |
Q4 2018 | $477,000 | -26.0% | 5,649 | -20.7% | 0.01% | -21.4% |
Q3 2018 | $645,000 | -8.8% | 7,120 | -14.4% | 0.01% | -12.5% |
Q2 2018 | $707,000 | -16.7% | 8,319 | -17.2% | 0.02% | -15.8% |
Q1 2018 | $849,000 | +22.3% | 10,049 | +30.5% | 0.02% | +26.7% |
Q4 2017 | $694,000 | – | 7,703 | – | 0.02% | – |
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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% |