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 | $743,786 | -90.1% | 7,521 | -89.9% | 0.04% | -89.6% |
Q2 2023 | $7,484,622 | -3.2% | 74,260 | -2.3% | 0.43% | -7.1% |
Q1 2023 | $7,728,472 | -0.8% | 76,023 | +1.7% | 0.46% | -7.6% |
Q4 2022 | $7,790,587 | +6.2% | 74,737 | -7.0% | 0.50% | +0.8% |
Q3 2022 | $7,335,000 | +1013.1% | 80,352 | +1123.9% | 0.50% | +1058.1% |
Q2 2022 | $659,000 | +10.4% | 6,565 | +17.5% | 0.04% | +22.9% |
Q1 2022 | $597,000 | -4.3% | 5,585 | -9.6% | 0.04% | -5.4% |
Q4 2021 | $624,000 | +17.7% | 6,175 | +9.8% | 0.04% | +5.7% |
Q3 2021 | $530,000 | +0.6% | 5,626 | +3.0% | 0.04% | -10.3% |
Q2 2021 | $527,000 | +2.7% | 5,462 | +1.0% | 0.04% | -17.0% |
Q1 2021 | $513,000 | +23.6% | 5,406 | +14.2% | 0.05% | +4.4% |
Q4 2020 | $415,000 | +13.7% | 4,735 | +4.4% | 0.04% | -2.2% |
Q3 2020 | $365,000 | -17.2% | 4,535 | -16.6% | 0.05% | -11.5% |
Q2 2020 | $441,000 | +6.8% | 5,435 | -5.9% | 0.05% | -35.8% |
Q1 2020 | $413,000 | +13.5% | 5,778 | +55.5% | 0.08% | +65.3% |
Q4 2019 | $364,000 | – | 3,715 | – | 0.05% | – |
Download |
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% |