ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 575 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7 | +250.0% | 6,700 | +318.8% | 0.00% | – |
Q1 2023 | $2 | – | 1,600 | +220.0% | 0.00% | – |
Q4 2022 | $0 | -100.0% | 500 | -58.3% | 0.00% | -100.0% |
Q3 2022 | $27,000 | -87.8% | 1,200 | -78.6% | 0.00% | -86.7% |
Q2 2022 | $222,000 | +184.6% | 5,600 | -5.1% | 0.02% | +275.0% |
Q1 2022 | $78,000 | – | 5,900 | +5800.0% | 0.00% | – |
Q4 2021 | $0 | -100.0% | 100 | -79.0% | 0.00% | -100.0% |
Q3 2021 | $35,000 | +59.1% | 476 | -94.4% | 0.00% | +100.0% |
Q2 2021 | $22,000 | +633.3% | 8,500 | +1316.7% | 0.00% | – |
Q1 2021 | $3,000 | -82.4% | 600 | +50.0% | 0.00% | -100.0% |
Q4 2020 | $17,000 | – | 400 | -55.6% | 0.00% | – |
Q3 2020 | $0 | -100.0% | 900 | -43.8% | 0.00% | – |
Q2 2020 | $1,000 | -75.0% | 1,600 | +33.3% | 0.00% | – |
Q1 2020 | $4,000 | -50.0% | 1,200 | -50.0% | 0.00% | – |
Q4 2019 | $8,000 | +700.0% | 2,400 | +200.0% | 0.00% | – |
Q3 2019 | $1,000 | -88.9% | 800 | +302.0% | 0.00% | -100.0% |
Q2 2019 | $9,000 | +800.0% | 199 | -60.2% | 0.00% | – |
Q1 2019 | $1,000 | -87.5% | 500 | -44.4% | 0.00% | -100.0% |
Q4 2018 | $8,000 | – | 900 | +350.0% | 0.00% | – |
Q3 2018 | $0 | – | 200 | -33.3% | 0.00% | – |
Q2 2018 | $0 | -100.0% | 300 | -70.0% | 0.00% | – |
Q1 2018 | $2,000 | -98.4% | 1,000 | -33.3% | 0.00% | -100.0% |
Q4 2017 | $126,000 | +641.2% | 1,500 | +114.3% | 0.01% | +400.0% |
Q3 2017 | $17,000 | +1600.0% | 700 | -36.4% | 0.00% | – |
Q2 2017 | $1,000 | – | 1,100 | +175.0% | 0.00% | – |
Q1 2017 | $0 | – | 400 | +300.0% | 0.00% | – |
Q4 2016 | $0 | -100.0% | 100 | -90.0% | 0.00% | – |
Q3 2016 | $3,000 | -57.1% | 1,000 | -33.3% | 0.00% | – |
Q2 2016 | $7,000 | -36.4% | 1,500 | -44.4% | 0.00% | – |
Q1 2016 | $11,000 | – | 2,700 | +1250.0% | 0.00% | – |
Q4 2015 | $0 | – | 200 | – | 0.00% | – |
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% |