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 | $899,000 | -5.1% | 9,849 | +4.5% | 0.11% | -2.7% |
| Q2 2022 | $947,000 | -7.7% | 9,427 | -1.8% | 0.11% | +3.7% |
| Q1 2022 | $1,026,000 | +7.8% | 9,598 | +1.8% | 0.11% | +5.8% |
| Q4 2021 | $952,000 | +7.1% | 9,427 | 0.0% | 0.10% | +2.0% |
| Q3 2021 | $889,000 | -2.3% | 9,427 | 0.0% | 0.10% | +1.0% |
| Q2 2021 | $910,000 | +1.7% | 9,427 | 0.0% | 0.10% | -6.5% |
| Q1 2021 | $895,000 | +8.4% | 9,427 | 0.0% | 0.11% | -12.3% |
| Q4 2020 | $826,000 | +8.0% | 9,427 | -0.9% | 0.12% | -4.7% |
| Q3 2020 | $765,000 | -0.9% | 9,510 | 0.0% | 0.13% | -3.8% |
| Q2 2020 | $772,000 | +13.5% | 9,510 | 0.0% | 0.13% | +2.3% |
| Q1 2020 | $680,000 | -27.1% | 9,510 | 0.0% | 0.13% | -2.3% |
| Q4 2019 | $933,000 | +23.9% | 9,510 | +18.9% | 0.13% | +9.9% |
| Q3 2019 | $753,000 | -0.4% | 8,000 | 0.0% | 0.12% | -0.8% |
| Q2 2019 | $756,000 | – | 8,000 | – | 0.12% | – |
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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% |