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 2022 | $407,000 | +36.1% | 3,809 | +28.6% | 0.03% | +47.6% |
| Q4 2021 | $299,000 | +19.6% | 2,961 | +11.8% | 0.02% | +10.5% |
| Q3 2021 | $250,000 | +2.0% | 2,648 | +4.2% | 0.02% | -29.6% |
| Q2 2021 | $245,000 | +2.5% | 2,542 | +0.9% | 0.03% | -3.6% |
| Q1 2021 | $239,000 | +13.8% | 2,519 | +5.2% | 0.03% | +3.7% |
| Q4 2020 | $210,000 | -4.5% | 2,394 | +6.7% | 0.03% | -18.2% |
| Q4 2019 | $220,000 | – | 2,243 | – | 0.03% | – |
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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% |