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 2020 | $200,000 | -99.9% | 2,442 | +29.1% | 0.07% | -26.7% |
| Q1 2016 | $147,595,000 | +6.3% | 1,892 | 0.0% | 0.10% | +8.6% |
| Q4 2015 | $138,892,000 | -15.6% | 1,892 | -20.0% | 0.09% | -23.1% |
| Q3 2015 | $164,557,000 | -5.4% | 2,365 | 0.0% | 0.12% | 0.0% |
| Q2 2015 | $173,993,000 | -1.9% | 2,365 | 0.0% | 0.12% | -1.6% |
| Q1 2015 | $177,351,000 | -2.0% | 2,365 | 0.0% | 0.12% | -1.6% |
| Q4 2014 | $181,017,000 | +1.7% | 2,365 | 0.0% | 0.12% | -2.3% |
| Q3 2014 | $177,943,000 | -0.2% | 2,365 | 0.0% | 0.13% | +0.8% |
| Q2 2014 | $178,295,000 | +5.5% | 2,365 | 0.0% | 0.13% | +5.0% |
| Q1 2014 | $168,956,000 | -27.4% | 2,365 | -28.6% | 0.12% | -36.6% |
| Q4 2013 | $232,809,000 | +6.0% | 3,314 | 0.0% | 0.19% | +4.9% |
| Q3 2013 | $219,652,000 | -0.1% | 3,314 | 0.0% | 0.18% | -9.5% |
| Q2 2013 | $219,858,000 | – | 3,314 | – | 0.20% | – |
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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% |