ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 502 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,705,000 | +5.5% | 19,446 | -3.1% | 0.43% | -8.4% |
| Q3 2020 | $1,616,000 | -4.9% | 20,075 | -4.1% | 0.46% | -15.1% |
| Q2 2020 | $1,699,000 | +17.2% | 20,937 | +3.3% | 0.55% | -5.7% |
| Q1 2020 | $1,450,000 | +68.6% | 20,270 | +131.2% | 0.58% | +81.0% |
| Q4 2019 | $860,000 | +13.5% | 8,769 | +8.9% | 0.32% | -11.6% |
| Q3 2019 | $758,000 | +6.8% | 8,050 | +7.2% | 0.36% | +0.8% |
| Q2 2019 | $710,000 | +4.6% | 7,508 | +3.2% | 0.36% | -1.9% |
| Q1 2019 | $679,000 | +10.6% | 7,276 | 0.0% | 0.37% | -4.9% |
| Q4 2018 | $614,000 | -5.1% | 7,276 | +1.9% | 0.39% | +0.8% |
| Q3 2018 | $647,000 | +17.4% | 7,141 | +10.2% | 0.38% | +14.7% |
| Q2 2018 | $551,000 | +13.4% | 6,482 | +12.7% | 0.33% | +5.4% |
| Q1 2018 | $486,000 | +8.2% | 5,753 | +15.5% | 0.32% | +5.0% |
| Q4 2017 | $449,000 | – | 4,980 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 173,488 | $16,336,000 | 14.96% |
| Stratford Consulting, LLC | 383,160 | $36,078,000 | 12.35% |
| Wolff Financial Management LLC | 149,025 | $14,032,000 | 10.24% |
| Shamrock Asset Management LLC | 107,050 | $10,080,000 | 7.85% |
| Forefront Analytics, LLC | 179,504 | $16,899,000 | 6.96% |
| Bouchey Financial Group Ltd | 283,019 | $26,649,000 | 6.37% |
| LBMC INVESTMENT ADVISORS, LLC | 410,238 | $38,628,000 | 5.86% |
| WealthOne, LLC | 85,024 | $8,006,000 | 5.73% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 215,196 | $20,263,000 | 5.53% |
| Gunma Bank,Ltd. | 61,000 | $5,744,000 | 5.46% |