ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 502 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 2024 | $1,755,768 | +0.6% | 16,152 | +0.5% | 0.29% | -7.7% |
| Q1 2024 | $1,744,447 | +6.6% | 16,066 | +0.1% | 0.31% | -5.5% |
| Q4 2023 | $1,636,539 | +3.6% | 16,046 | +0.4% | 0.33% | -10.6% |
| Q3 2023 | $1,579,771 | -3.0% | 15,975 | -1.1% | 0.37% | -5.1% |
| Q2 2023 | $1,628,410 | +148.1% | 16,156 | +150.2% | 0.39% | +48.5% |
| Q1 2023 | $656,415 | -5.9% | 6,457 | -1.3% | 0.26% | -7.7% |
| Q4 2022 | $697,412 | +12.3% | 6,539 | -1.4% | 0.28% | +0.4% |
| Q3 2022 | $621,000 | -12.0% | 6,634 | -6.4% | 0.28% | -10.2% |
| Q2 2022 | $706,000 | +12.4% | 7,084 | +18.8% | 0.32% | +32.4% |
| Q1 2022 | $628,000 | +1.0% | 5,961 | -2.4% | 0.24% | +13.3% |
| Q4 2021 | $622,000 | +25.4% | 6,108 | +18.6% | 0.21% | +12.9% |
| Q3 2021 | $496,000 | +0.4% | 5,151 | +0.6% | 0.19% | -13.1% |
| Q2 2021 | $494,000 | +1.6% | 5,121 | 0.0% | 0.21% | -11.9% |
| Q1 2021 | $486,000 | +8.2% | 5,121 | 0.0% | 0.24% | -17.3% |
| Q4 2020 | $449,000 | – | 5,121 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 143,588 | $13,535,000 | 10.11% |
| Titus Wealth Management | 179,596 | $16,931,000 | 8.89% |
| Lantz Financial LLC | 115,093 | $10,849,000 | 5.56% |
| BT Wealth Management LLC | 168,815 | $15,913,000 | 4.94% |
| Forefront Analytics, LLC | 140,263 | $13,223,000 | 4.82% |
| KFA Private Wealth Group, LLC | 82,186 | $7,747,000 | 4.24% |
| LBMC INVESTMENT ADVISORS, LLC | 25,682 | $44,502,000 | 4.16% |
| Astor Investment Management LLC | 193,841 | $18,271,000 | 4.06% |
| WC Walker & Associates, Inc. | 79,157 | $7,461,000 | 4.00% |
| Bernardo Wealth Planning LLC | 63,517 | $5,987,000 | 3.48% |