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 | $916,908 | +1.6% | 9,272 | +3.6% | 0.00% | +100.0% |
| Q2 2023 | $902,474 | -10.7% | 8,954 | -10.0% | 0.00% | -50.0% |
| Q1 2023 | $1,011,110 | +1.2% | 9,946 | +3.7% | 0.00% | 0.0% |
| Q4 2022 | $999,453 | +41.4% | 9,588 | +23.7% | 0.00% | +100.0% |
| Q3 2022 | $707,000 | +5.8% | 7,749 | +16.4% | 0.00% | 0.0% |
| Q2 2022 | $668,000 | +2.5% | 6,655 | +9.1% | 0.00% | 0.0% |
| Q1 2022 | $652,000 | +0.5% | 6,100 | -5.1% | 0.00% | 0.0% |
| Q4 2021 | $649,000 | +42.0% | 6,429 | +32.6% | 0.00% | 0.0% |
| Q3 2021 | $457,000 | +26.2% | 4,850 | +29.3% | 0.00% | 0.0% |
| Q2 2021 | $362,000 | -2.2% | 3,750 | -3.8% | 0.00% | 0.0% |
| Q1 2021 | $370,000 | -39.8% | 3,900 | -44.4% | 0.00% | 0.0% |
| Q4 2020 | $615,000 | +8.1% | 7,014 | -0.7% | 0.00% | 0.0% |
| Q3 2020 | $569,000 | -2.7% | 7,064 | -2.1% | 0.00% | 0.0% |
| Q2 2020 | $585,000 | +88.1% | 7,214 | +118.7% | 0.00% | 0.0% |
| Q2 2019 | $311,000 | +1.0% | 3,299 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $308,000 | -40.5% | 3,299 | -46.2% | 0.00% | -50.0% |
| Q4 2018 | $518,000 | +156.4% | 6,133 | +174.4% | 0.00% | +100.0% |
| Q4 2017 | $202,000 | -1.5% | 2,235 | -8.2% | 0.00% | 0.0% |
| Q1 2017 | $205,000 | -33.9% | 2,435 | -36.2% | 0.00% | 0.0% |
| Q3 2016 | $310,000 | -1.0% | 3,815 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $313,000 | +37.3% | 3,815 | +28.2% | 0.00% | 0.0% |
| Q4 2014 | $228,000 | +1166.7% | 2,976 | +1090.4% | 0.00% | – |
| Q1 2014 | $18,000 | – | 250 | – | 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% |