ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 152 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 2.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $338,709 | +42.5% | 3,116 | +44.5% | 0.00% | – |
| Q1 2024 | $237,613 | +8.1% | 2,156 | 0.0% | 0.00% | – |
| Q4 2023 | $219,890 | -69.5% | 2,156 | -77.9% | 0.00% | -100.0% |
| Q2 2015 | $721,000 | -22.3% | 9,763 | -20.9% | 0.00% | 0.0% |
| Q1 2015 | $928,000 | +23.2% | 12,339 | +27.2% | 0.00% | +33.3% |
| Q4 2014 | $753,000 | -53.9% | 9,701 | -60.6% | 0.00% | -62.5% |
| Q3 2013 | $1,635,000 | -38.6% | 24,600 | -38.7% | 0.01% | -42.9% |
| Q2 2013 | $2,664,000 | – | 40,100 | – | 0.01% | – |
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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% |