ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 481 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $10,424 | +15.8% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -50.0% | 100 | -42.9% | 0.00% | -50.0% |
| Q2 2022 | $18,000 | +63.6% | 175 | +75.0% | 0.00% | +100.0% |
| Q1 2022 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | -52.6% | 100 | -50.0% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | +111.1% | 200 | +100.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -41.7% | 100 | -20.0% | 0.00% | -50.0% |
| Q4 2019 | $12,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | -14.3% | 125 | -18.3% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | – | 153 | – | 0.00% | – |
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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% |