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 | $32,853,000 | -45.0% | 359,881 | -39.5% | 0.92% | -45.1% |
| Q2 2022 | $59,714,000 | +1654.2% | 594,585 | +1767.0% | 1.67% | +1963.0% |
| Q1 2022 | $3,404,000 | -10.7% | 31,847 | -15.6% | 0.08% | -16.5% |
| Q4 2021 | $3,810,000 | -3.2% | 37,731 | -9.6% | 0.10% | -17.1% |
| Q3 2021 | $3,936,000 | +1649.3% | 41,756 | +1694.4% | 0.12% | +1362.5% |
| Q2 2021 | $225,000 | -84.0% | 2,327 | -86.7% | 0.01% | -93.7% |
| Q3 2020 | $1,404,000 | – | 17,445 | – | 0.13% | – |
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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% |