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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $234,000 | +14.7% | 2,313 | +6.7% | 0.00% | – |
Q3 2021 | $204,000 | -53.5% | 2,168 | -63.7% | 0.00% | -100.0% |
Q4 2015 | $439,000 | -43.9% | 5,979 | -46.8% | 0.00% | -50.0% |
Q3 2015 | $782,000 | -12.1% | 11,240 | -7.1% | 0.00% | 0.0% |
Q2 2015 | $890,000 | -57.3% | 12,103 | -56.5% | 0.00% | -50.0% |
Q1 2015 | $2,085,000 | -2.7% | 27,809 | -0.7% | 0.00% | -20.0% |
Q4 2014 | $2,143,000 | -8.6% | 28,000 | -10.1% | 0.01% | 0.0% |
Q3 2014 | $2,344,000 | +75.1% | 31,159 | +75.4% | 0.01% | +66.7% |
Q2 2014 | $1,339,000 | -62.8% | 17,766 | -64.7% | 0.00% | -66.7% |
Q1 2014 | $3,599,000 | +12.6% | 50,382 | +10.7% | 0.01% | +12.5% |
Q4 2013 | $3,196,000 | +257.1% | 45,500 | +236.8% | 0.01% | +300.0% |
Q3 2013 | $895,000 | – | 13,510 | – | 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% |