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 | $82,574 | -0.8% | 826 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $83,253 | +0.9% | 826 | +1.7% | 0.00% | 0.0% |
| Q1 2023 | $82,548 | +81.9% | 812 | +86.7% | 0.00% | +50.0% |
| Q4 2022 | $45,386 | +13.5% | 435 | -0.7% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | +2.6% | 438 | +12.0% | 0.00% | 0.0% |
| Q2 2022 | $39,000 | -26.4% | 391 | -21.2% | 0.00% | 0.0% |
| Q1 2022 | $53,000 | +6.0% | 496 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $50,000 | +35.1% | 495 | +26.9% | 0.00% | 0.0% |
| Q3 2021 | $37,000 | -2.6% | 390 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $38,000 | +2.7% | 390 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +42.3% | 390 | +33.6% | 0.00% | 0.0% |
| Q4 2020 | $26,000 | +8.3% | 292 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $24,000 | 0.0% | 292 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | +14.3% | 292 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -56.2% | 292 | -40.7% | 0.00% | -50.0% |
| Q4 2019 | $48,000 | +2.1% | 492 | -2.0% | 0.00% | 0.0% |
| Q3 2019 | $47,000 | 0.0% | 502 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $47,000 | -36.5% | 502 | -43.4% | 0.00% | -50.0% |
| Q1 2017 | $74,000 | – | 887 | – | 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% |