ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 498 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $501,000 | -8.2% | 5,489 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $546,000 | -6.0% | 5,439 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $581,000 | +5.3% | 5,439 | -0.5% | 0.01% | +10.0% |
| Q4 2021 | $552,000 | +3.4% | 5,464 | -3.5% | 0.01% | +11.1% |
| Q3 2021 | $534,000 | +21.6% | 5,664 | +24.6% | 0.01% | +28.6% |
| Q2 2021 | $439,000 | -0.5% | 4,547 | -2.2% | 0.01% | -12.5% |
| Q1 2021 | $441,000 | -47.2% | 4,647 | -51.3% | 0.01% | -46.7% |
| Q4 2020 | $836,000 | +5.3% | 9,535 | -3.4% | 0.02% | -28.6% |
| Q3 2020 | $794,000 | -3.6% | 9,867 | -2.8% | 0.02% | -12.5% |
| Q2 2020 | $824,000 | +9.9% | 10,153 | -3.2% | 0.02% | -4.0% |
| Q1 2020 | $750,000 | -27.0% | 10,487 | 0.0% | 0.02% | -7.4% |
| Q4 2019 | $1,028,000 | +2.4% | 10,487 | -1.7% | 0.03% | -3.6% |
| Q3 2019 | $1,004,000 | -2.7% | 10,667 | -2.3% | 0.03% | -3.4% |
| Q2 2019 | $1,032,000 | +0.9% | 10,917 | -0.5% | 0.03% | 0.0% |
| Q1 2019 | $1,023,000 | +4.4% | 10,967 | -5.6% | 0.03% | -6.5% |
| Q4 2018 | $980,000 | -7.5% | 11,617 | -0.7% | 0.03% | +3.3% |
| Q3 2018 | $1,059,000 | +5.2% | 11,695 | -1.3% | 0.03% | -3.2% |
| Q2 2018 | $1,007,000 | +0.2% | 11,845 | -0.4% | 0.03% | +3.3% |
| Q1 2018 | $1,005,000 | -9.9% | 11,895 | -3.8% | 0.03% | -9.1% |
| Q4 2017 | $1,115,000 | +1.3% | 12,368 | -3.4% | 0.03% | -5.7% |
| Q3 2017 | $1,101,000 | +0.5% | 12,808 | -2.8% | 0.04% | 0.0% |
| Q2 2017 | $1,095,000 | -0.9% | 13,178 | 0.0% | 0.04% | -2.8% |
| Q1 2017 | $1,105,000 | -1.9% | 13,178 | -3.7% | 0.04% | -2.7% |
| Q4 2016 | $1,126,000 | -10.6% | 13,689 | -11.7% | 0.04% | -14.0% |
| Q3 2016 | $1,260,000 | -6.1% | 15,500 | -5.1% | 0.04% | -8.5% |
| Q2 2016 | $1,342,000 | -6.0% | 16,339 | -10.7% | 0.05% | -7.8% |
| Q1 2016 | $1,427,000 | +1.9% | 18,289 | -4.2% | 0.05% | +2.0% |
| Q4 2015 | $1,401,000 | +5.4% | 19,089 | -0.1% | 0.05% | 0.0% |
| Q3 2015 | $1,329,000 | -20.3% | 19,099 | -15.7% | 0.05% | -12.3% |
| Q2 2015 | $1,667,000 | -2.2% | 22,661 | -0.3% | 0.06% | 0.0% |
| Q1 2015 | $1,705,000 | +7.3% | 22,736 | +9.5% | 0.06% | +7.5% |
| Q4 2014 | $1,589,000 | +38.7% | 20,764 | +36.3% | 0.05% | +39.5% |
| Q3 2014 | $1,146,000 | +15.6% | 15,234 | +15.9% | 0.04% | +18.8% |
| Q2 2014 | $991,000 | +4.8% | 13,145 | -0.8% | 0.03% | 0.0% |
| Q1 2014 | $946,000 | +10.5% | 13,245 | +8.7% | 0.03% | +14.3% |
| Q4 2013 | $856,000 | +30.7% | 12,185 | +23.3% | 0.03% | +21.7% |
| Q3 2013 | $655,000 | +1537.5% | 9,885 | +1547.5% | 0.02% | +2200.0% |
| Q2 2013 | $40,000 | – | 600 | – | 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% |