ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 689 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $305,966 | +15.8% | 3,094 | +18.0% | 0.00% | 0.0% |
Q2 2023 | $264,271 | +31.5% | 2,622 | +31.3% | 0.00% | 0.0% |
Q2 2022 | $201,000 | -14.8% | 1,997 | -23.6% | 0.00% | -91.8% |
Q4 2017 | $236,000 | -40.1% | 2,613 | -43.0% | 0.05% | -47.9% |
Q3 2017 | $394,000 | -50.8% | 4,588 | -52.4% | 0.09% | -50.0% |
Q2 2017 | $801,000 | -29.8% | 9,636 | -29.2% | 0.19% | -43.4% |
Q1 2017 | $1,141,000 | – | 13,608 | – | 0.33% | – |
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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% |