ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 731 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $560,311 | -1.9% | 5,666 | 0.0% | 0.40% | +10.9% |
Q2 2023 | $571,076 | -0.9% | 5,666 | 0.0% | 0.36% | -8.9% |
Q1 2023 | $576,006 | -2.5% | 5,666 | 0.0% | 0.39% | -13.8% |
Q4 2022 | $590,624 | +14.2% | 5,666 | 0.0% | 0.46% | +22.6% |
Q3 2022 | $517,000 | -9.1% | 5,666 | 0.0% | 0.37% | +2.8% |
Q2 2022 | $569,000 | -99.9% | 5,666 | 0.0% | 0.36% | +42.5% |
Q1 2022 | $615,838,000 | +107564.0% | 5,666 | 0.0% | 0.25% | +14.9% |
Q4 2021 | $572,000 | – | 5,666 | – | 0.22% | – |
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% |