ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 499 filers reported holding ISHARES TR in Q1 2020. 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 | $1,276,556 | -2.3% | 12,909 | -0.4% | 0.17% | -8.2% |
Q2 2023 | $1,306,627 | +0.9% | 12,964 | +1.8% | 0.18% | -5.7% |
Q1 2023 | $1,294,989 | -3.5% | 12,738 | -1.1% | 0.19% | -8.1% |
Q4 2022 | $1,342,141 | +13.9% | 12,875 | -0.2% | 0.21% | +8.2% |
Q3 2022 | $1,178,000 | -9.0% | 12,901 | +0.1% | 0.19% | -6.7% |
Q2 2022 | $1,295,000 | -5.0% | 12,890 | +1.1% | 0.21% | +14.9% |
Q1 2022 | $1,363,000 | +9.5% | 12,755 | +3.5% | 0.18% | +14.6% |
Q4 2021 | $1,245,000 | +7.4% | 12,325 | +0.3% | 0.16% | +0.6% |
Q3 2021 | $1,159,000 | -2.2% | 12,294 | +0.2% | 0.16% | -2.5% |
Q2 2021 | $1,185,000 | +2.0% | 12,271 | +0.2% | 0.16% | -8.0% |
Q1 2021 | $1,162,000 | -3.1% | 12,248 | -10.4% | 0.18% | -8.9% |
Q4 2020 | $1,199,000 | +9.2% | 13,676 | +0.2% | 0.19% | -8.6% |
Q3 2020 | $1,098,000 | -1.4% | 13,647 | -0.5% | 0.21% | -11.4% |
Q2 2020 | $1,114,000 | +9.3% | 13,722 | -3.6% | 0.24% | -13.5% |
Q1 2020 | $1,019,000 | -9.5% | 14,236 | +24.0% | 0.27% | +5.8% |
Q4 2019 | $1,126,000 | – | 11,477 | – | 0.26% | – |
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% |