ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 578 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,536,016 | -1.8% | 32,530 | -0.4% | 0.67% | -3.7% |
Q1 2024 | $3,600,985 | +4.3% | 32,674 | -3.5% | 0.70% | -3.9% |
Q4 2023 | $3,452,986 | +1.3% | 33,856 | -1.7% | 0.72% | -6.1% |
Q3 2023 | $3,407,314 | -7.5% | 34,456 | -5.7% | 0.77% | -4.6% |
Q2 2023 | $3,682,359 | -4.8% | 36,535 | -4.0% | 0.81% | -19.8% |
Q1 2023 | $3,868,694 | -13.5% | 38,055 | -11.3% | 1.01% | -8.5% |
Q4 2022 | $4,470,205 | +42.1% | 42,884 | -1.8% | 1.10% | +28.5% |
Q3 2022 | $3,145,000 | -31.5% | 43,662 | -4.5% | 0.86% | -27.9% |
Q2 2022 | $4,592,000 | -6.3% | 45,725 | -0.3% | 1.19% | +3.4% |
Q1 2022 | $4,903,000 | -4.2% | 45,875 | -9.5% | 1.15% | -5.1% |
Q4 2021 | $5,120,000 | -25.4% | 50,706 | -30.4% | 1.21% | -33.8% |
Q3 2021 | $6,863,000 | -38.3% | 72,815 | -36.9% | 1.83% | -39.4% |
Q2 2021 | $11,132,000 | -5.7% | 115,324 | -7.3% | 3.02% | -53.0% |
Q1 2021 | $11,805,000 | +7.3% | 124,411 | -0.9% | 6.42% | +70.5% |
Q4 2020 | $11,000,000 | – | 125,481 | – | 3.76% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 143,588 | $13,535,000 | 10.11% |
Titus Wealth Management | 179,596 | $16,931,000 | 8.89% |
Lantz Financial LLC | 115,093 | $10,849,000 | 5.56% |
BT Wealth Management LLC | 168,815 | $15,913,000 | 4.94% |
Forefront Analytics, LLC | 140,263 | $13,223,000 | 4.82% |
KFA Private Wealth Group, LLC | 82,186 | $7,747,000 | 4.24% |
LBMC INVESTMENT ADVISORS, LLC | 25,682 | $44,502,000 | 4.16% |
Astor Investment Management LLC | 193,841 | $18,271,000 | 4.06% |
WC Walker & Associates, Inc. | 79,157 | $7,461,000 | 4.00% |
Bernardo Wealth Planning LLC | 63,517 | $5,987,000 | 3.48% |