ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,803,617 | -5.7% | 18,239 | -3.8% | 0.12% | 0.0% |
Q2 2023 | $1,911,931 | -6.3% | 18,969 | -5.5% | 0.12% | -11.4% |
Q1 2023 | $2,039,663 | -2.5% | 20,064 | -0.1% | 0.13% | -10.8% |
Q4 2022 | $2,092,909 | +117943.4% | 20,078 | +3.4% | 0.15% | +6.5% |
Q3 2022 | $1,773 | +10.5% | 19,426 | +21.6% | 0.14% | +9.4% |
Q2 2022 | $1,605 | +10.5% | 15,978 | +17.5% | 0.13% | +29.6% |
Q1 2022 | $1,453 | +117.8% | 13,595 | +105.8% | 0.10% | +88.5% |
Q4 2021 | $667 | +37.0% | 6,607 | +28.0% | 0.05% | +8.3% |
Q3 2021 | $487 | +22.1% | 5,163 | +24.8% | 0.05% | +2.1% |
Q2 2021 | $399 | +17.7% | 4,137 | +15.7% | 0.05% | -11.3% |
Q1 2021 | $339 | +47.4% | 3,576 | +36.3% | 0.05% | +15.2% |
Q4 2020 | $230 | – | 2,624 | – | 0.05% | – |
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% |