ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 600 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $139,534 | +145.5% | 1,411 | +152.4% | 0.00% | 0.0% |
| Q1 2023 | $56,829 | +20.9% | 559 | +23.9% | 0.00% | – |
| Q4 2022 | $47,012 | -45.3% | 451 | -51.9% | 0.00% | -100.0% |
| Q3 2022 | $86,000 | +309.5% | 938 | +353.1% | 0.00% | – |
| Q2 2022 | $21,000 | -4.5% | 207 | 0.0% | 0.00% | – |
| Q1 2022 | $22,000 | +4.8% | 207 | 0.0% | 0.00% | – |
| Q4 2021 | $21,000 | +5.0% | 207 | 0.0% | 0.00% | – |
| Q3 2021 | $20,000 | -97.3% | 207 | -97.4% | 0.00% | -100.0% |
| Q2 2021 | $754,000 | +3670.0% | 7,812 | +3673.9% | 0.01% | – |
| Q1 2021 | $20,000 | +11.1% | 207 | 0.0% | 0.00% | – |
| Q4 2020 | $18,000 | +5.9% | 207 | 0.0% | 0.00% | – |
| Q3 2020 | $17,000 | 0.0% | 207 | 0.0% | 0.00% | – |
| Q2 2020 | $17,000 | +13.3% | 207 | 0.0% | 0.00% | – |
| Q1 2020 | $15,000 | -75.4% | 207 | -66.5% | 0.00% | -100.0% |
| Q4 2019 | $61,000 | -40.8% | 617 | -43.4% | 0.00% | -50.0% |
| Q3 2019 | $103,000 | +347.8% | 1,091 | +349.0% | 0.00% | – |
| Q2 2019 | $23,000 | 0.0% | 243 | 0.0% | 0.00% | – |
| Q1 2019 | $23,000 | +9.5% | 243 | 0.0% | 0.00% | – |
| Q4 2018 | $21,000 | +110.0% | 243 | +117.0% | 0.00% | – |
| Q3 2017 | $10,000 | – | 112 | – | 0.00% | – |
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% |