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 | $146 | -11.0% | 1,477 | -9.2% | 0.02% | -10.5% |
Q2 2023 | $164 | -11.4% | 1,626 | -10.4% | 0.02% | -17.4% |
Q1 2023 | $185 | -95.1% | 1,815 | -95.0% | 0.02% | -95.7% |
Q4 2022 | $3,803 | -99.7% | 36,487 | +179.7% | 0.54% | +200.0% |
Q3 2022 | $1,191,000 | -22.4% | 13,045 | -14.6% | 0.18% | -19.7% |
Q2 2022 | $1,535,000 | +1282.9% | 15,281 | +1377.9% | 0.22% | +1492.9% |
Q1 2022 | $111,000 | +6.7% | 1,034 | +0.4% | 0.01% | +7.7% |
Q4 2021 | $104,000 | +8.3% | 1,030 | +0.9% | 0.01% | -7.1% |
Q3 2021 | $96,000 | -2.0% | 1,021 | +0.2% | 0.01% | -6.7% |
Q2 2021 | $98,000 | +2.1% | 1,019 | +0.9% | 0.02% | -11.8% |
Q1 2021 | $96,000 | +35.2% | 1,010 | +24.7% | 0.02% | +21.4% |
Q4 2020 | $71,000 | – | 810 | – | 0.01% | – |
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% |