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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $4 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $4 | -99.9% | 39 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $4,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $4,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $4,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $4,000 | -50.0% | 39 | -56.2% | 0.00% | -50.0% |
Q3 2021 | $8,000 | -11.1% | 89 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $9,000 | +12.5% | 89 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $8,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $8,000 | 0.0% | 89 | -6.3% | 0.00% | -20.0% |
Q3 2020 | $8,000 | 0.0% | 95 | 0.0% | 0.01% | -16.7% |
Q2 2020 | $8,000 | -46.7% | 95 | -53.7% | 0.01% | -50.0% |
Q1 2020 | $15,000 | -50.0% | 205 | -32.8% | 0.01% | -45.5% |
Q4 2019 | $30,000 | -11.8% | 305 | -15.0% | 0.02% | -18.5% |
Q3 2019 | $34,000 | +277.8% | 359 | +298.9% | 0.03% | +285.7% |
Q2 2019 | $9,000 | -87.1% | 90 | -88.0% | 0.01% | -88.5% |
Q1 2019 | $70,000 | +11.1% | 750 | 0.0% | 0.06% | 0.0% |
Q4 2018 | $63,000 | – | 750 | – | 0.06% | – |
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% |