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 | $491,271 | -4.2% | 5,045 | -0.2% | 0.23% | -1.3% |
Q2 2023 | $513,032 | +6.1% | 5,053 | +7.4% | 0.24% | -2.1% |
Q1 2023 | $483,438 | +3.6% | 4,707 | +7.0% | 0.24% | -0.4% |
Q4 2022 | $466,427 | +12.9% | 4,400 | +0.2% | 0.24% | -8.4% |
Q3 2022 | $413,000 | -5.9% | 4,392 | +0.2% | 0.26% | +7.8% |
Q2 2022 | $439,000 | -11.0% | 4,383 | -5.0% | 0.24% | +7.0% |
Q1 2022 | $493,000 | +6.0% | 4,613 | +0.1% | 0.23% | +11.2% |
Q4 2021 | $465,000 | +5.0% | 4,608 | +0.2% | 0.20% | -1.0% |
Q3 2021 | $443,000 | +14.5% | 4,601 | +14.9% | 0.21% | +10.1% |
Q2 2021 | $387,000 | +0.8% | 4,004 | +0.1% | 0.19% | -2.1% |
Q1 2021 | $384,000 | -6.6% | 3,999 | -14.8% | 0.19% | -21.0% |
Q4 2020 | $411,000 | +9.0% | 4,693 | +0.2% | 0.24% | -1.6% |
Q3 2020 | $377,000 | -2.1% | 4,685 | -1.2% | 0.25% | -10.2% |
Q2 2020 | $385,000 | -12.9% | 4,744 | -23.1% | 0.28% | -29.5% |
Q1 2020 | $442,000 | -38.6% | 6,171 | -16.0% | 0.39% | -17.9% |
Q4 2019 | $720,000 | -17.5% | 7,345 | -20.7% | 0.48% | -21.4% |
Q3 2019 | $873,000 | -0.1% | 9,267 | +0.2% | 0.60% | +2.9% |
Q2 2019 | $874,000 | +1.5% | 9,249 | +0.2% | 0.59% | -2.5% |
Q1 2019 | $861,000 | +19.3% | 9,234 | +9.8% | 0.60% | -2.0% |
Q4 2018 | $722,000 | – | 8,411 | – | 0.61% | – |
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% |