ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 513 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $534,007 | +70.6% | 5,400 | +51.3% | 0.00% | 0.0% |
| Q4 2020 | $313,000 | -1.9% | 3,569 | -10.0% | 0.00% | 0.0% |
| Q3 2020 | $319,000 | -20.8% | 3,967 | -29.5% | 0.00% | -50.0% |
| Q1 2020 | $403,000 | -38.5% | 5,627 | -15.8% | 0.00% | 0.0% |
| Q4 2019 | $655,000 | +26.4% | 6,680 | +21.3% | 0.00% | 0.0% |
| Q3 2019 | $518,000 | -0.4% | 5,505 | +0.0% | 0.00% | 0.0% |
| Q2 2019 | $520,000 | -3.7% | 5,503 | -5.0% | 0.00% | 0.0% |
| Q1 2019 | $540,000 | +506.7% | 5,790 | +450.9% | 0.00% | – |
| Q2 2018 | $89,000 | +21.9% | 1,051 | +21.6% | 0.00% | – |
| Q1 2018 | $73,000 | +1.4% | 864 | +8.4% | 0.00% | – |
| Q4 2017 | $72,000 | – | 797 | – | 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% |