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 2023 | $69,223 | -1.9% | 700 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $70,553 | -0.9% | 700 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $71,162 | -2.5% | 700 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $72,968 | +14.0% | 700 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $64,000 | -8.6% | 700 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $70,000 | -6.7% | 700 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $75,000 | +5.6% | 700 | 0.0% | 0.01% | +20.0% |
Q4 2021 | $71,000 | +7.6% | 700 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $66,000 | -2.9% | 700 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $68,000 | +3.0% | 700 | 0.0% | 0.01% | -16.7% |
Q1 2021 | $66,000 | +8.2% | 700 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $61,000 | – | 700 | – | 0.01% | – |
Download |
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% |