ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,603,117 | -15.0% | 16,727 | -8.6% | 0.09% | -12.2% |
Q2 2023 | $1,885,009 | -7.9% | 18,306 | -7.2% | 0.10% | -17.6% |
Q1 2023 | $2,046,685 | -58.5% | 19,716 | -58.1% | 0.12% | -60.6% |
Q4 2022 | $4,937,047 | -0.6% | 47,046 | -2.3% | 0.30% | -14.9% |
Q3 2022 | $4,969,000 | -0.4% | 48,164 | +0.3% | 0.36% | -1.7% |
Q2 2022 | $4,989,000 | +5.6% | 48,023 | +7.3% | 0.36% | 0.0% |
Q1 2022 | $4,726,000 | +407.1% | 44,761 | +392.1% | 0.36% | +447.0% |
Q4 2021 | $932,000 | +3.1% | 9,095 | -0.4% | 0.07% | +4.8% |
Q3 2021 | $904,000 | -45.3% | 9,131 | -46.3% | 0.06% | +3.3% |
Q2 2021 | $1,654,000 | +154.5% | 16,994 | +148.7% | 0.06% | +13.0% |
Q1 2021 | $650,000 | +21.3% | 6,833 | +13.8% | 0.05% | +5.9% |
Q4 2020 | $536,000 | +50.1% | 6,004 | +34.3% | 0.05% | +21.4% |
Q3 2020 | $357,000 | -32.4% | 4,469 | -29.1% | 0.04% | -36.4% |
Q2 2020 | $528,000 | +5.4% | 6,300 | +0.6% | 0.07% | -14.3% |
Q1 2020 | $501,000 | -25.1% | 6,264 | -8.3% | 0.08% | -6.1% |
Q4 2019 | $669,000 | – | 6,831 | – | 0.08% | – |
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% |