ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 575 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $258,597 | -1.9% | 2,615 | 0.0% | 0.02% | +4.5% |
Q2 2023 | $263,566 | -0.9% | 2,615 | 0.0% | 0.02% | -4.3% |
Q1 2023 | $265,841 | -93.2% | 2,615 | -93.0% | 0.02% | -92.6% |
Q4 2022 | $3,908,688 | +1668.6% | 37,497 | +1448.8% | 0.31% | +1243.5% |
Q3 2022 | $221,000 | -9.1% | 2,421 | 0.0% | 0.02% | -4.2% |
Q2 2022 | $243,000 | -6.2% | 2,421 | 0.0% | 0.02% | +4.3% |
Q1 2022 | $259,000 | -65.4% | 2,421 | -67.4% | 0.02% | -65.2% |
Q4 2021 | $748,000 | +228.1% | 7,416 | +206.3% | 0.07% | +187.0% |
Q3 2021 | $228,000 | -2.6% | 2,421 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $234,000 | +1.7% | 2,421 | 0.0% | 0.02% | -11.5% |
Q1 2021 | $230,000 | +8.5% | 2,421 | 0.0% | 0.03% | -3.7% |
Q4 2020 | $212,000 | +8.7% | 2,421 | 0.0% | 0.03% | -3.6% |
Q3 2020 | $195,000 | -0.5% | 2,421 | 0.0% | 0.03% | 0.0% |
Q2 2020 | $196,000 | +13.3% | 2,421 | 0.0% | 0.03% | -6.7% |
Q1 2020 | $173,000 | -27.0% | 2,421 | 0.0% | 0.03% | -11.8% |
Q4 2019 | $237,000 | +3.9% | 2,421 | 0.0% | 0.03% | +3.0% |
Q3 2019 | $228,000 | -0.4% | 2,421 | 0.0% | 0.03% | -2.9% |
Q2 2019 | $229,000 | +1.3% | 2,421 | 0.0% | 0.03% | -8.1% |
Q1 2019 | $226,000 | +10.8% | 2,421 | 0.0% | 0.04% | -75.2% |
Q4 2018 | $204,000 | – | 2,421 | – | 0.15% | – |
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% |