ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494 | -99.9% | 5 | -99.9% | 0.00% | -100.0% |
| Q2 2023 | $931,098 | +4456.6% | 9,238 | +4496.0% | 0.00% | – |
| Q1 2023 | $20,434 | +142.0% | 201 | +148.1% | 0.00% | – |
| Q4 2022 | $8,443 | -89.2% | 81 | -90.5% | 0.00% | – |
| Q3 2022 | $78,000 | +358.8% | 857 | +401.2% | 0.00% | – |
| Q2 2022 | $17,000 | +750.0% | 171 | +905.9% | 0.00% | – |
| Q1 2022 | $2,000 | -33.3% | 17 | -50.0% | 0.00% | – |
| Q4 2021 | $3,000 | +50.0% | 34 | +100.0% | 0.00% | – |
| Q3 2021 | $2,000 | -99.7% | 17 | -99.8% | 0.00% | – |
| Q2 2021 | $698,000 | -8.9% | 7,234 | -10.4% | 0.00% | – |
| Q1 2021 | $766,000 | +17.1% | 8,072 | +8.2% | 0.00% | – |
| Q4 2020 | $654,000 | +9.2% | 7,457 | +0.3% | 0.00% | – |
| Q3 2020 | $599,000 | -16.2% | 7,438 | -15.5% | 0.00% | -100.0% |
| Q2 2020 | $715,000 | +10.3% | 8,805 | -2.8% | 0.00% | 0.0% |
| Q1 2020 | $648,000 | -36.0% | 9,061 | -12.3% | 0.00% | 0.0% |
| Q4 2019 | $1,013,000 | +9.2% | 10,333 | +4.8% | 0.00% | 0.0% |
| Q3 2019 | $928,000 | -6.3% | 9,857 | -5.9% | 0.00% | 0.0% |
| Q2 2019 | $990,000 | +0.9% | 10,476 | -0.4% | 0.00% | 0.0% |
| Q1 2019 | $981,000 | -4.3% | 10,521 | -13.4% | 0.00% | 0.0% |
| Q4 2018 | $1,025,000 | -8.4% | 12,149 | -1.7% | 0.00% | 0.0% |
| Q3 2018 | $1,119,000 | +18.9% | 12,359 | +11.6% | 0.00% | 0.0% |
| Q2 2018 | $941,000 | +27.3% | 11,075 | +26.5% | 0.00% | 0.0% |
| Q1 2018 | $739,000 | -24.1% | 8,754 | -19.0% | 0.00% | 0.0% |
| Q4 2017 | $974,000 | -0.9% | 10,802 | -5.6% | 0.00% | 0.0% |
| Q3 2017 | $983,000 | -2.0% | 11,440 | -5.1% | 0.00% | 0.0% |
| Q2 2017 | $1,003,000 | +14.9% | 12,061 | +15.9% | 0.00% | 0.0% |
| Q1 2017 | $873,000 | -0.2% | 10,410 | -2.2% | 0.00% | 0.0% |
| Q4 2016 | $875,000 | -45.8% | 10,643 | -46.4% | 0.00% | -50.0% |
| Q3 2016 | $1,615,000 | +80.6% | 19,867 | +82.7% | 0.00% | +100.0% |
| Q2 2016 | $894,000 | +21.8% | 10,877 | +15.7% | 0.00% | 0.0% |
| Q1 2016 | $734,000 | +8.6% | 9,403 | +2.1% | 0.00% | 0.0% |
| Q4 2015 | $676,000 | -60.0% | 9,209 | -62.0% | 0.00% | -50.0% |
| Q3 2015 | $1,688,000 | +141.5% | 24,251 | +155.4% | 0.00% | +100.0% |
| Q2 2015 | $699,000 | -6.8% | 9,494 | -5.2% | 0.00% | 0.0% |
| Q1 2015 | $750,000 | +4.9% | 10,011 | +7.2% | 0.00% | 0.0% |
| Q4 2014 | $715,000 | -21.3% | 9,342 | -22.7% | 0.00% | 0.0% |
| Q3 2014 | $909,000 | +29.1% | 12,082 | +29.5% | 0.00% | 0.0% |
| Q2 2014 | $704,000 | -89.3% | 9,333 | -89.9% | 0.00% | -85.7% |
| Q1 2014 | $6,610,000 | +885.1% | 92,527 | +868.4% | 0.01% | +600.0% |
| Q4 2013 | $671,000 | +7.4% | 9,555 | +1.3% | 0.00% | 0.0% |
| Q3 2013 | $625,000 | -4.1% | 9,429 | -4.0% | 0.00% | 0.0% |
| Q2 2013 | $652,000 | – | 9,823 | – | 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% |