ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $181,000 | -9.5% | 1,806 | -3.6% | 0.02% | 0.0% |
Q1 2022 | $200,000 | -39.2% | 1,873 | -42.5% | 0.02% | -36.1% |
Q4 2021 | $329,000 | +7.5% | 3,259 | +0.2% | 0.04% | -2.7% |
Q3 2021 | $306,000 | -2.9% | 3,251 | -0.3% | 0.04% | -2.6% |
Q2 2021 | $315,000 | +1.6% | 3,261 | -0.1% | 0.04% | -7.3% |
Q1 2021 | $310,000 | -3.1% | 3,264 | -10.6% | 0.04% | -8.9% |
Q4 2020 | $320,000 | +8.8% | 3,652 | +0.1% | 0.04% | -4.3% |
Q3 2020 | $294,000 | -0.7% | 3,647 | +0.1% | 0.05% | -7.8% |
Q2 2020 | $296,000 | +12.1% | 3,643 | -1.1% | 0.05% | -10.5% |
Q1 2020 | $264,000 | -27.9% | 3,683 | -1.3% | 0.06% | -6.6% |
Q4 2019 | $366,000 | +0.8% | 3,733 | -3.2% | 0.06% | -10.3% |
Q3 2019 | $363,000 | -68.9% | 3,856 | -68.8% | 0.07% | -71.4% |
Q2 2019 | $1,169,000 | +34.5% | 12,374 | +32.9% | 0.24% | +59.7% |
Q1 2019 | $869,000 | +54.9% | 9,311 | +40.1% | 0.15% | +28.4% |
Q4 2018 | $561,000 | -6.7% | 6,645 | +0.1% | 0.12% | +13.7% |
Q3 2018 | $601,000 | +6.6% | 6,638 | +0.0% | 0.10% | 0.0% |
Q2 2018 | $564,000 | +0.5% | 6,635 | 0.0% | 0.10% | -1.0% |
Q1 2018 | $561,000 | -7.6% | 6,635 | -1.4% | 0.10% | -7.2% |
Q4 2017 | $607,000 | – | 6,731 | – | 0.11% | – |
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% |