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 | $3,414 | -1.9% | 35 | 0.0% | 0.00% | – |
| Q2 2023 | $3,479 | -0.9% | 35 | 0.0% | 0.00% | – |
| Q1 2023 | $3,509 | -1.0% | 35 | +2.9% | 0.00% | – |
| Q4 2022 | $3,544 | -11.4% | 34 | -12.8% | 0.00% | -100.0% |
| Q3 2022 | $4,000 | +33.3% | 39 | +14.7% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 34 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | -83.3% | 34 | -85.5% | 0.00% | -100.0% |
| Q4 2021 | $24,000 | +9.1% | 234 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | -4.3% | 234 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | -99.9% | 234 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $22,204,000 | +105633.3% | 234 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $21,000 | +10.5% | 234 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $19,000 | 0.0% | 234 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $19,000 | +11.8% | 234 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $17,000 | -26.1% | 234 | 0.0% | 0.01% | +50.0% |
| Q4 2019 | $23,000 | +4.5% | 234 | 0.0% | 0.00% | -42.9% |
| Q3 2019 | $22,000 | 0.0% | 234 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $22,000 | 0.0% | 234 | 0.0% | 0.01% | -20.0% |
| Q1 2019 | $22,000 | +10.0% | 234 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $20,000 | -4.8% | 234 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $21,000 | +600.0% | 234 | +588.2% | 0.01% | +400.0% |
| Q2 2018 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | – | 34 | – | 0.00% | – |
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% |