ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 513 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $929,989 | +76.4% | 9,227 | +77.9% | 0.01% | +27.3% |
| Q1 2023 | $527,310 | +125.3% | 5,187 | +94.6% | 0.01% | +83.3% |
| Q4 2020 | $234,000 | -6.0% | 2,665 | +4.8% | 0.01% | +200.0% |
| Q4 2019 | $249,000 | -18.6% | 2,544 | -22.5% | 0.00% | -33.3% |
| Q1 2019 | $306,000 | -5.8% | 3,282 | -8.6% | 0.00% | +50.0% |
| Q3 2018 | $325,000 | +55.5% | 3,589 | +46.1% | 0.00% | +100.0% |
| Q2 2018 | $209,000 | -29.6% | 2,456 | -30.2% | 0.00% | -50.0% |
| Q1 2018 | $297,000 | -90.4% | 3,517 | -90.2% | 0.00% | -99.3% |
| Q3 2017 | $3,093,000 | – | 35,987 | – | 0.28% | – |
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% |