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 2023 | $1,384 | -1.9% | 14 | 0.0% | 0.00% | – |
| Q2 2023 | $1,411 | -0.8% | 14 | 0.0% | 0.00% | – |
| Q1 2023 | $1,423 | -2.5% | 14 | 0.0% | 0.00% | – |
| Q4 2022 | $1,459 | +45.9% | 14 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -75.0% | 14 | -68.9% | 0.00% | -100.0% |
| Q2 2021 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | – | 45 | – | 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% |