ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 460 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $262,982 | -1.4% | 2,419 | 0.0% | 0.05% | -5.9% |
| Q1 2024 | $266,631 | +181.9% | 2,419 | +160.9% | 0.05% | +155.0% |
| Q4 2023 | $94,571 | +3.1% | 927 | 0.0% | 0.02% | -4.8% |
| Q3 2023 | $91,686 | +88.7% | 927 | +91.9% | 0.02% | +90.9% |
| Q2 2023 | $48,596 | +6.2% | 483 | +7.3% | 0.01% | 0.0% |
| Q1 2023 | $45,758 | -2.5% | 450 | 0.0% | 0.01% | -15.4% |
| Q4 2022 | $46,914 | +280.7% | 450 | +233.3% | 0.01% | +225.0% |
| Q3 2022 | $12,324 | +7.6% | 135 | +18.4% | 0.00% | +33.3% |
| Q2 2022 | $11,449 | -6.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,185 | +5.8% | 114 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,513 | -52.7% | 114 | -55.8% | 0.00% | -57.1% |
| Q3 2021 | $24,338 | +135.6% | 258 | +141.1% | 0.01% | +133.3% |
| Q2 2021 | $10,329 | +1.7% | 107 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $10,153 | +15.8% | 107 | +7.0% | 0.00% | +33.3% |
| Q4 2020 | $8,767 | +8.9% | 100 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $8,048 | -0.8% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,115 | +13.4% | 100 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $7,155 | -34.9% | 100 | -10.7% | 0.01% | -16.7% |
| Q4 2019 | $10,984 | +4.2% | 112 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $10,546 | -0.4% | 112 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,584 | +1.3% | 112 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $10,448 | -38.1% | 112 | -44.0% | 0.01% | -42.9% |
| Q4 2018 | $16,876 | -6.8% | 200 | 0.0% | 0.01% | +7.7% |
| Q3 2018 | $18,108 | +6.5% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $16,998 | +0.6% | 200 | 0.0% | 0.01% | -7.1% |
| Q1 2018 | $16,896 | -6.3% | 200 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $18,028 | +4.9% | 200 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $17,190 | +3.4% | 200 | 0.0% | 0.02% | +23.1% |
| Q2 2017 | $16,626 | -0.9% | 200 | 0.0% | 0.01% | -7.1% |
| Q1 2017 | $16,772 | +2.0% | 200 | 0.0% | 0.01% | -6.7% |
| Q4 2016 | $16,450 | – | 200 | – | 0.02% | – |
Download | ||||||
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% |