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 | $569,038 | +80.5% | 5,996 | +91.7% | 0.27% | +72.8% |
Q2 2023 | $315,233 | +1.8% | 3,128 | +2.7% | 0.16% | -0.6% |
Q1 2023 | $309,661 | +99469.5% | 3,046 | +2.2% | 0.16% | -23.2% |
Q4 2022 | $311 | -99.9% | 2,981 | -15.4% | 0.21% | -23.9% |
Q3 2022 | $322,000 | -8.8% | 3,522 | -0.0% | 0.27% | -15.3% |
Q2 2022 | $353,000 | -23.8% | 3,523 | -18.6% | 0.32% | +76.4% |
Q1 2022 | $463,000 | -12.8% | 4,329 | -17.6% | 0.18% | +16.7% |
Q4 2021 | $531,000 | +5.4% | 5,255 | -1.7% | 0.16% | -11.4% |
Q3 2021 | $504,000 | +8.9% | 5,344 | +11.5% | 0.18% | -14.1% |
Q2 2021 | $463,000 | -1.7% | 4,792 | -3.5% | 0.20% | -78.0% |
Q1 2021 | $471,000 | +20.2% | 4,965 | +11.1% | 0.93% | +268.4% |
Q4 2020 | $392,000 | -48.0% | 4,470 | -11.7% | 0.25% | -14.8% |
Q3 2020 | $754,000 | +275.1% | 5,062 | +103.9% | 0.30% | +15.1% |
Q2 2020 | $201,000 | – | 2,482 | – | 0.26% | – |
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% |