ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 485 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226,147 | -61.4% | 2,287 | -60.6% | 0.01% | -63.2% |
| Q2 2023 | $585,589 | +140.7% | 5,810 | +142.8% | 0.02% | +111.1% |
| Q1 2023 | $243,244 | -50.2% | 2,393 | -48.9% | 0.01% | -52.6% |
| Q4 2022 | $488,174 | -92.4% | 4,683 | -93.3% | 0.02% | -93.2% |
| Q3 2022 | $6,426,000 | +5.4% | 70,393 | +15.5% | 0.28% | +9.8% |
| Q2 2022 | $6,096,000 | +881.6% | 60,967 | +855.4% | 0.26% | +750.0% |
| Q2 2021 | $621,000 | +10.9% | 6,381 | +9.1% | 0.03% | -6.2% |
| Q1 2021 | $560,000 | -0.9% | 5,848 | -7.6% | 0.03% | -13.5% |
| Q4 2020 | $565,000 | -99.6% | 6,330 | -99.7% | 0.04% | -99.8% |
| Q1 2020 | $130,675,000 | – | 1,898,517 | – | 15.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 143,588 | $13,535,000 | 10.11% |
| Titus Wealth Management | 179,596 | $16,931,000 | 8.89% |
| Lantz Financial LLC | 115,093 | $10,849,000 | 5.56% |
| BT Wealth Management LLC | 168,815 | $15,913,000 | 4.94% |
| Forefront Analytics, LLC | 140,263 | $13,223,000 | 4.82% |
| KFA Private Wealth Group, LLC | 82,186 | $7,747,000 | 4.24% |
| LBMC INVESTMENT ADVISORS, LLC | 25,682 | $44,502,000 | 4.16% |
| Astor Investment Management LLC | 193,841 | $18,271,000 | 4.06% |
| WC Walker & Associates, Inc. | 79,157 | $7,461,000 | 4.00% |
| Bernardo Wealth Planning LLC | 63,517 | $5,987,000 | 3.48% |