ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $84,551 | +864.2% | 855 | +882.8% | 0.00% | – |
Q2 2023 | $8,769 | -97.8% | 87 | -97.8% | 0.00% | -100.0% |
Q1 2023 | $401,862 | +29557.7% | 3,953 | +30307.7% | 0.00% | – |
Q4 2022 | $1,355 | -96.7% | 13 | -96.8% | 0.00% | – |
Q2 2022 | $41,000 | -6.8% | 411 | 0.0% | 0.00% | – |
Q1 2022 | $44,000 | -27.9% | 411 | -31.5% | 0.00% | – |
Q4 2021 | $61,000 | +154.2% | 600 | +140.0% | 0.00% | – |
Q3 2021 | $24,000 | +50.0% | 250 | +24.4% | 0.00% | – |
Q3 2020 | $16,000 | +23.1% | 201 | +22.6% | 0.00% | – |
Q2 2020 | $13,000 | -80.6% | 164 | -82.4% | 0.00% | – |
Q1 2020 | $67,000 | +39.6% | 932 | +90.2% | 0.00% | – |
Q4 2019 | $48,000 | +37.1% | 490 | +32.1% | 0.00% | – |
Q3 2019 | $35,000 | +1650.0% | 371 | +1666.7% | 0.00% | – |
Q2 2019 | $2,000 | -98.6% | 21 | -98.7% | 0.00% | -100.0% |
Q1 2019 | $146,000 | -8.8% | 1,560 | -17.6% | 0.00% | 0.0% |
Q4 2018 | $160,000 | +15.1% | 1,893 | +22.9% | 0.00% | 0.0% |
Q3 2018 | $139,000 | -1.4% | 1,540 | -7.5% | 0.00% | 0.0% |
Q2 2018 | $141,000 | +17.5% | 1,664 | +17.2% | 0.00% | 0.0% |
Q1 2018 | $120,000 | -16.1% | 1,420 | -10.7% | 0.00% | 0.0% |
Q4 2017 | $143,000 | +22.2% | 1,590 | +17.0% | 0.00% | 0.0% |
Q3 2017 | $117,000 | +3.5% | 1,359 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $113,000 | -33.9% | 1,359 | -33.4% | 0.00% | 0.0% |
Q1 2017 | $171,000 | +11.8% | 2,041 | +9.8% | 0.00% | 0.0% |
Q4 2016 | $153,000 | +1.3% | 1,859 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $151,000 | -1.3% | 1,859 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $153,000 | -8.9% | 1,859 | -13.9% | 0.00% | 0.0% |
Q1 2016 | $168,000 | -13.0% | 2,159 | -17.7% | 0.00% | -50.0% |
Q4 2015 | $193,000 | +5.5% | 2,623 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $183,000 | +96.8% | 2,623 | +107.5% | 0.00% | +100.0% |
Q2 2015 | $93,000 | +29.2% | 1,264 | +31.8% | 0.00% | 0.0% |
Q1 2015 | $72,000 | -28.0% | 959 | -26.8% | 0.00% | 0.0% |
Q4 2014 | $100,000 | +47.1% | 1,310 | +45.6% | 0.00% | 0.0% |
Q3 2014 | $68,000 | -13.9% | 900 | -14.3% | 0.00% | 0.0% |
Q2 2014 | $79,000 | +3850.0% | 1,050 | +2988.2% | 0.00% | – |
Q1 2014 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
Q4 2013 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
Q3 2013 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
Q2 2013 | $2,000 | – | 34 | – | 0.00% | – |
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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% |