ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 703 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $83,156 | -1.4% | 765 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $84,311 | +1.8% | 765 | -5.8% | 0.00% | 0.0% |
| Q4 2023 | $82,816 | +0.3% | 812 | -1.7% | 0.00% | 0.0% |
| Q3 2023 | $82,574 | -0.8% | 826 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $83,253 | +0.9% | 826 | +1.7% | 0.00% | 0.0% |
| Q1 2023 | $82,548 | +81.9% | 812 | +86.7% | 0.00% | +50.0% |
| Q4 2022 | $45,386 | +13.5% | 435 | -0.7% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | +2.6% | 438 | +12.0% | 0.00% | 0.0% |
| Q2 2022 | $39,000 | -26.4% | 391 | -21.2% | 0.00% | 0.0% |
| Q1 2022 | $53,000 | +6.0% | 496 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $50,000 | +35.1% | 495 | +26.9% | 0.00% | 0.0% |
| Q3 2021 | $37,000 | -2.6% | 390 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $38,000 | +2.7% | 390 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +42.3% | 390 | +33.6% | 0.00% | 0.0% |
| Q4 2020 | $26,000 | +8.3% | 292 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $24,000 | 0.0% | 292 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | +14.3% | 292 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -56.2% | 292 | -40.7% | 0.00% | -50.0% |
| Q4 2019 | $48,000 | +2.1% | 492 | -2.0% | 0.00% | 0.0% |
| Q3 2019 | $47,000 | 0.0% | 502 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $47,000 | -36.5% | 502 | -43.4% | 0.00% | -50.0% |
| Q1 2017 | $74,000 | – | 887 | – | 0.01% | – |
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% |