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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $237,000 | +1.7% | 2,457 | 0.0% | 0.04% | -4.4% |
| Q1 2021 | $233,000 | -83.6% | 2,457 | -84.8% | 0.04% | -84.7% |
| Q4 2020 | $1,417,000 | -14.8% | 16,163 | -21.8% | 0.30% | -27.7% |
| Q3 2020 | $1,664,000 | -2.5% | 20,682 | -1.7% | 0.41% | -12.1% |
| Q2 2020 | $1,707,000 | -1.3% | 21,029 | -13.0% | 0.46% | -19.0% |
| Q1 2020 | $1,730,000 | -28.9% | 24,172 | -2.6% | 0.57% | -12.4% |
| Q4 2019 | $2,434,000 | +3.8% | 24,822 | -0.3% | 0.65% | -9.3% |
| Q3 2019 | $2,345,000 | +0.8% | 24,906 | +1.1% | 0.72% | -4.8% |
| Q2 2019 | $2,327,000 | +6.5% | 24,625 | +5.1% | 0.76% | -2.6% |
| Q1 2019 | $2,185,000 | +7.2% | 23,426 | -3.1% | 0.78% | -15.6% |
| Q4 2018 | $2,039,000 | -1.5% | 24,167 | +6.3% | 0.92% | +8.7% |
| Q3 2018 | $2,070,000 | -4.1% | 22,741 | -10.8% | 0.85% | -29.7% |
| Q2 2018 | $2,158,000 | -26.3% | 25,487 | -27.8% | 1.20% | -26.0% |
| Q1 2018 | $2,927,000 | – | 35,309 | – | 1.63% | – |
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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% |