ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 484 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $447 | -99.9% | 4,524 | 0.0% | 0.11% | -1.8% |
| Q2 2023 | $455,958 | -20.2% | 4,524 | -19.5% | 0.11% | -4.2% |
| Q1 2023 | $571,185 | -69.7% | 5,619 | -72.8% | 0.12% | -76.5% |
| Q3 2022 | $1,883,000 | -21.6% | 20,630 | -13.8% | 0.50% | -48.5% |
| Q2 2022 | $2,401,000 | +2006.1% | 23,926 | +1869.2% | 0.97% | +2275.6% |
| Q3 2021 | $114,000 | -2.6% | 1,215 | +0.7% | 0.04% | -8.9% |
| Q2 2021 | $117,000 | +8.3% | 1,207 | -2.7% | 0.04% | -15.1% |
| Q1 2021 | $108,000 | 0.0% | 1,240 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $108,000 | +9.1% | 1,240 | +0.7% | 0.05% | -8.6% |
| Q3 2020 | $99,000 | -55.4% | 1,231 | -55.0% | 0.06% | -62.8% |
| Q2 2020 | $222,000 | +13.8% | 2,733 | +0.3% | 0.16% | -8.2% |
| Q1 2020 | $195,000 | +650.0% | 2,724 | +0.4% | 0.17% | +750.0% |
| Q4 2019 | $26,000 | -89.8% | 2,712 | +0.3% | 0.02% | -91.7% |
| Q3 2019 | $255,000 | +11.4% | 2,705 | +11.8% | 0.24% | +19.9% |
| Q2 2019 | $229,000 | +1.8% | 2,420 | +0.3% | 0.20% | +18.9% |
| Q1 2019 | $225,000 | +10.8% | 2,413 | +0.3% | 0.17% | +11.9% |
| Q4 2018 | $203,000 | – | 2,406 | – | 0.15% | – |
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% |