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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $50,765 | +15.4% | 487 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $44,000 | -10.2% | 487 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $49,000 | -21.0% | 487 | -16.0% | 0.00% | -20.0% |
| Q1 2022 | $62,000 | +26.5% | 580 | +19.1% | 0.01% | +25.0% |
| Q4 2021 | $49,000 | +6.5% | 487 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $46,000 | -2.1% | 487 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $47,000 | -19.0% | 487 | -17.0% | 0.00% | -33.3% |
| Q4 2019 | $58,000 | +5.5% | 587 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $55,000 | 0.0% | 587 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $55,000 | -53.0% | 587 | -53.2% | 0.01% | -50.0% |
| Q1 2019 | $117,000 | – | 1,253 | – | 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% |