ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 555 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $24,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q2 2019 | $24,000 | +4.3% | 250 | 0.0% | 0.00% | – |
| Q1 2019 | $23,000 | +9.5% | 250 | 0.0% | 0.00% | – |
| Q4 2018 | $21,000 | -8.7% | 250 | 0.0% | 0.00% | – |
| Q3 2018 | $23,000 | +9.5% | 250 | 0.0% | 0.00% | – |
| Q2 2018 | $21,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q1 2018 | $21,000 | -8.7% | 250 | 0.0% | 0.00% | – |
| Q4 2017 | $23,000 | +9.5% | 250 | 0.0% | 0.00% | – |
| Q3 2017 | $21,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q2 2017 | $21,000 | -40.0% | 250 | -41.2% | 0.00% | -100.0% |
| Q2 2016 | $35,000 | -47.0% | 425 | -50.0% | 0.00% | 0.0% |
| Q1 2016 | $66,000 | +112.9% | 850 | +100.0% | 0.00% | 0.0% |
| Q4 2015 | $31,000 | +3.3% | 425 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $30,000 | -3.2% | 425 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $31,000 | -3.1% | 425 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $32,000 | -3.0% | 425 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $33,000 | +3.1% | 425 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $32,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $32,000 | +6.7% | 425 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $30,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $30,000 | +7.1% | 425 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $28,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $28,000 | – | 425 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 159,714 | $13,493,000,000 | 12.98% |
| Stratford Consulting, LLC | 377,305 | $31,875,000 | 12.14% |
| LBMC INVESTMENT ADVISORS, LLC | 409,632 | $34,606,000 | 5.99% |
| Gunma Bank,Ltd. | 61,000 | $5,153,000 | 5.69% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,277 | $17,933,000 | 5.50% |
| Smart Money Group LLC | 54,996 | $4,646,000 | 4.72% |
| Divergent Wealth Advisors | 145,255 | $12,271,000 | 4.59% |
| Sanchez Wealth Management Group | 54,578 | $4,524,000 | 4.57% |
| Wharton Business Group, LLC | 510,276 | $43,108,000 | 4.46% |
| Keystone Financial Planning, Inc. | 75,169 | $6,350,000 | 3.54% |