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 | $365,868 | -1.9% | 3,700 | 0.0% | 0.18% | +6.3% |
Q2 2023 | $372,897 | -8.1% | 3,700 | -7.3% | 0.17% | -15.1% |
Q1 2023 | $405,699 | +16.4% | 3,991 | +19.4% | 0.20% | +1.0% |
Q4 2022 | $348,448 | +16.5% | 3,343 | +2.1% | 0.20% | +3.6% |
Q3 2022 | $299,000 | -6.6% | 3,275 | +2.8% | 0.20% | -3.4% |
Q2 2022 | $320,000 | +36.8% | 3,185 | +45.3% | 0.20% | +55.0% |
Q1 2022 | $234,000 | +10.9% | 2,192 | +4.7% | 0.13% | +23.6% |
Q4 2021 | $211,000 | – | 2,093 | – | 0.11% | – |
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% |