ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 386 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $571,790 | -58.0% | 5,782 | -57.2% | 0.04% | -64.8% |
| Q2 2023 | $1,361,076 | +12.1% | 13,504 | +13.0% | 0.12% | +62.3% |
| Q1 2023 | $1,214,432 | -11.6% | 11,946 | -9.3% | 0.08% | -43.8% |
| Q4 2022 | $1,373,509 | +440.8% | 13,176 | +373.1% | 0.14% | +1270.0% |
| Q3 2022 | $254,000 | -8.6% | 2,785 | +0.4% | 0.01% | -73.7% |
| Q2 2022 | $278,000 | +1444.4% | 2,773 | +1132.4% | 0.04% | +375.0% |
| Q4 2018 | $18,000 | -5.3% | 225 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $19,000 | -5.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $20,000 | – | 225 | – | 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% |