ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $210,651 | -0.9% | 2,090 | 0.0% | 0.01% | -6.7% |
Q1 2023 | $212,469 | -6.4% | 2,090 | -4.0% | 0.02% | -6.2% |
Q4 2022 | $227,035 | +11.3% | 2,178 | -2.5% | 0.02% | 0.0% |
Q3 2022 | $204,000 | -4.7% | 2,233 | +4.7% | 0.02% | +6.7% |
Q2 2022 | $214,000 | -15.4% | 2,132 | -36.7% | 0.02% | -65.1% |
Q3 2014 | $253,000 | -21.7% | 3,367 | -21.6% | 0.04% | -20.4% |
Q2 2014 | $323,000 | – | 4,292 | – | 0.05% | – |
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% |