ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 510 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,621,486 | -3.5% | 16,231 | -2.6% | 0.01% | +200.0% |
Q2 2023 | $1,680,295 | +217.1% | 16,671 | +219.9% | 0.00% | -81.8% |
Q1 2023 | $529,818 | -2.4% | 5,211 | -0.2% | 0.01% | +57.1% |
Q4 2022 | $543,070 | +8.6% | 5,222 | -4.6% | 0.01% | +16.7% |
Q3 2022 | $500,000 | -4.6% | 5,472 | +4.9% | 0.01% | 0.0% |
Q2 2022 | $524,000 | +130.8% | 5,214 | +144.9% | 0.01% | +200.0% |
Q1 2022 | $227,000 | +0.4% | 2,129 | -4.9% | 0.00% | 0.0% |
Q4 2021 | $226,000 | -5.8% | 2,238 | -12.4% | 0.00% | -33.3% |
Q3 2021 | $240,000 | -6.2% | 2,555 | -3.5% | 0.00% | -25.0% |
Q2 2021 | $256,000 | +27.4% | 2,648 | +24.7% | 0.00% | +33.3% |
Q1 2021 | $201,000 | -8.2% | 2,123 | -22.1% | 0.00% | -25.0% |
Q3 2020 | $219,000 | – | 2,725 | – | 0.00% | – |
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% |