ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 600 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $40 | -99.2% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2023 | $5,080 | -71.5% | 50 | -71.4% | 0.00% | -69.2% |
Q1 2023 | $17,798 | -1.5% | 175 | +1.2% | 0.01% | -13.3% |
Q4 2022 | $18,060 | +12.9% | 173 | +1.2% | 0.02% | +15.4% |
Q3 2022 | $16,000 | -11.1% | 171 | -4.5% | 0.01% | -27.8% |
Q2 2022 | $18,000 | -5.3% | 179 | +0.6% | 0.02% | +5.9% |
Q1 2022 | $19,000 | -99.9% | 178 | +0.6% | 0.02% | 0.0% |
Q4 2021 | $17,848,000 | – | 177 | – | 0.02% | – |
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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% |