ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,836 | -55.4% | 18,223 | -55.0% | 0.02% | -66.0% |
Q1 2023 | $4,119 | -99.9% | 40,527 | -48.2% | 0.05% | -35.1% |
Q3 2022 | $7,139,000 | +121.2% | 78,211 | +159.0% | 0.08% | +234.8% |
Q1 2022 | $3,227,000 | -24.0% | 30,196 | -28.2% | 0.02% | -4.2% |
Q4 2021 | $4,244,000 | -45.5% | 42,030 | -49.1% | 0.02% | -48.9% |
Q3 2021 | $7,787,000 | +1661.8% | 82,616 | +1702.7% | 0.05% | +1075.0% |
Q2 2021 | $442,000 | -84.3% | 4,583 | -86.9% | 0.00% | -95.1% |
Q3 2020 | $2,817,000 | -5.1% | 35,007 | -4.3% | 0.08% | -7.9% |
Q2 2020 | $2,968,000 | +719.9% | 36,575 | +842.2% | 0.09% | +58.9% |
Q1 2019 | $362,000 | -89.7% | 3,882 | -91.9% | 0.06% | -98.7% |
Q4 2015 | $3,507,000 | +147.3% | 47,778 | +147.9% | 4.25% | +536.4% |
Q2 2015 | $1,418,000 | – | 19,276 | – | 0.67% | – |
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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% |