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 | $415,150 | +1.2% | 4,198 | +3.1% | 0.14% | +3.0% |
Q2 2023 | $410,427 | +4.7% | 4,072 | +5.6% | 0.13% | +3.1% |
Q1 2023 | $392,114 | -2.0% | 3,857 | +0.5% | 0.13% | -7.9% |
Q4 2022 | $399,947 | +14.9% | 3,837 | +0.6% | 0.14% | +2.2% |
Q3 2022 | $348,000 | -11.2% | 3,815 | -2.4% | 0.14% | -9.9% |
Q2 2022 | $392,000 | +58.1% | 3,907 | +68.2% | 0.15% | +79.8% |
Q1 2022 | $248,000 | +5.5% | 2,323 | +0.0% | 0.08% | +7.7% |
Q4 2021 | $235,000 | +7.3% | 2,322 | 0.0% | 0.08% | -6.0% |
Q3 2021 | $219,000 | -50.2% | 2,322 | -50.0% | 0.08% | -25.2% |
Q1 2021 | $440,000 | +8.1% | 4,642 | +0.0% | 0.11% | +13.3% |
Q4 2020 | $407,000 | +77.7% | 4,641 | +98.4% | 0.10% | -32.4% |
Q4 2019 | $229,000 | -1.3% | 2,339 | -4.9% | 0.14% | -14.2% |
Q3 2019 | $232,000 | +1.3% | 2,460 | +1.7% | 0.17% | -2.3% |
Q2 2019 | $229,000 | – | 2,420 | – | 0.17% | – |
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% |