ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,905,343 | +0.1% | 201,287 | +2.1% | 0.08% | 0.0% |
Q2 2023 | $19,879,127 | +109198.0% | 197,233 | +10.2% | 0.08% | -1.3% |
Q1 2023 | $18,188 | +246.0% | 178,927 | +254.8% | 0.08% | +200.0% |
Q4 2022 | $5,256 | -99.9% | 50,430 | +4.9% | 0.03% | +13.0% |
Q3 2022 | $4,387,000 | +7.4% | 48,062 | +18.1% | 0.02% | +4.5% |
Q2 2022 | $4,085,000 | +150.3% | 40,679 | +166.4% | 0.02% | +175.0% |
Q1 2022 | $1,632,000 | +48.9% | 15,271 | +40.7% | 0.01% | +60.0% |
Q4 2021 | $1,096,000 | +7.5% | 10,853 | +0.2% | 0.01% | 0.0% |
Q3 2021 | $1,020,000 | -24.2% | 10,826 | -22.3% | 0.01% | -37.5% |
Q2 2021 | $1,345,000 | +71.3% | 13,935 | +68.4% | 0.01% | +60.0% |
Q1 2021 | $785,000 | +59.2% | 8,275 | +46.7% | 0.01% | +25.0% |
Q4 2020 | $493,000 | +9.1% | 5,639 | +0.1% | 0.00% | 0.0% |
Q3 2020 | $452,000 | +1638.5% | 5,633 | +1665.8% | 0.00% | – |
Q2 2020 | $26,000 | +136.4% | 319 | +112.7% | 0.00% | – |
Q1 2020 | $11,000 | -26.7% | 150 | 0.0% | 0.00% | – |
Q4 2019 | $15,000 | – | 150 | – | 0.00% | – |
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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% |