ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 450 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $297,000 | -6.6% | 3,515 | 0.0% | 0.05% | 0.0% |
| Q3 2018 | $318,000 | +6.4% | 3,515 | 0.0% | 0.05% | -3.9% |
| Q2 2018 | $299,000 | -0.7% | 3,515 | 0.0% | 0.05% | +2.0% |
| Q1 2018 | $301,000 | -10.1% | 3,515 | -5.4% | 0.05% | -10.7% |
| Q4 2017 | $335,000 | +5.0% | 3,715 | 0.0% | 0.06% | -1.8% |
| Q3 2017 | $319,000 | +3.2% | 3,715 | 0.0% | 0.06% | -3.4% |
| Q2 2017 | $309,000 | -1.0% | 3,715 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $312,000 | +2.0% | 3,715 | 0.0% | 0.06% | -7.8% |
| Q4 2016 | $306,000 | +1.3% | 3,715 | 0.0% | 0.06% | +10.3% |
| Q3 2016 | $302,000 | -1.0% | 3,715 | 0.0% | 0.06% | -4.9% |
| Q2 2016 | $305,000 | – | 3,715 | – | 0.06% | – |
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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% |