ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 697 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,834 | -1.9% | 150 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $15,119 | -0.9% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $15,249 | -2.5% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $15,636 | +11.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $14,000 | -6.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | -6.2% | 150 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $16,000 | +6.7% | 150 | 0.0% | 0.01% | +14.3% |
| Q4 2021 | $15,000 | +7.1% | 150 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $14,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 150 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $13,000 | +8.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | 0.0% | 150 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $12,000 | +9.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $11,000 | -26.7% | 150 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $15,000 | +7.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 150 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $14,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +7.7% | 150 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $13,000 | -7.1% | 150 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $14,000 | +7.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $13,000 | 0.0% | 150 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $13,000 | -7.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $14,000 | +7.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $13,000 | +8.3% | 150 | 0.0% | 0.01% | +12.5% |
| Q2 2017 | $12,000 | -7.7% | 150 | -0.7% | 0.01% | -11.1% |
| Q1 2017 | $13,000 | +8.3% | 151 | +0.7% | 0.01% | 0.0% |
| Q4 2016 | $12,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $12,000 | 0.0% | 150 | 0.0% | 0.01% | -10.0% |
| Q1 2016 | $12,000 | +9.1% | 150 | 0.0% | 0.01% | +11.1% |
| Q4 2015 | $11,000 | – | 150 | – | 0.01% | – |
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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% |