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 | $37,083 | -1.9% | 375 | 0.0% | 0.02% | +4.2% |
Q2 2023 | $37,796 | -0.9% | 375 | 0.0% | 0.02% | -7.7% |
Q1 2023 | $38,122 | -1.8% | 375 | 0.0% | 0.03% | -13.3% |
Q4 2022 | $38,807 | +10.9% | 375 | 0.0% | 0.03% | +11.1% |
Q3 2022 | $35,000 | -7.9% | 375 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $38,000 | -5.0% | 375 | 0.0% | 0.03% | +8.0% |
Q1 2022 | $40,000 | +5.3% | 375 | 0.0% | 0.02% | +13.6% |
Q4 2021 | $38,000 | +5.6% | 375 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $36,000 | 0.0% | 375 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $36,000 | 0.0% | 375 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $36,000 | +5.9% | 375 | 0.0% | 0.02% | +4.8% |
Q4 2020 | $34,000 | +13.3% | 375 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $30,000 | 0.0% | 375 | 0.0% | 0.02% | -32.3% |
Q2 2020 | $30,000 | 0.0% | 375 | 0.0% | 0.03% | 0.0% |
Q1 2020 | $30,000 | -18.9% | 375 | 0.0% | 0.03% | +6.9% |
Q4 2019 | $37,000 | – | 375 | – | 0.03% | – |
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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% |