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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $19,747,048 | +104.5% | 194,246 | +76.4% | 0.52% | +262.2% |
| Q4 2020 | $9,656,000 | +4587.4% | 110,137 | +4227.6% | 0.14% | +3475.0% |
| Q2 2020 | $206,000 | -96.9% | 2,545 | -97.3% | 0.00% | -98.0% |
| Q1 2020 | $6,637,000 | +742.3% | 92,764 | +1054.2% | 0.20% | +750.0% |
| Q4 2019 | $788,000 | +139.5% | 8,037 | +130.1% | 0.02% | +84.6% |
| Q3 2019 | $329,000 | +43.7% | 3,493 | +44.1% | 0.01% | +30.0% |
| Q2 2019 | $229,000 | -85.0% | 2,424 | -85.2% | 0.01% | -89.0% |
| Q1 2019 | $1,527,000 | +234.9% | 16,367 | +203.0% | 0.09% | +54.2% |
| Q4 2018 | $456,000 | -76.7% | 5,402 | -76.8% | 0.06% | -80.3% |
| Q1 2017 | $1,953,000 | +488.3% | 23,290 | +415.2% | 0.30% | +669.2% |
| Q4 2015 | $332,000 | -8.5% | 4,521 | -6.6% | 0.04% | -90.9% |
| Q1 2015 | $363,000 | +12.7% | 4,841 | +15.0% | 0.43% | +12.6% |
| Q4 2014 | $322,000 | – | 4,210 | – | 0.38% | – |
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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% |