ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 484 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $657,000 | +4.1% | 6,700 | 0.0% | 0.34% | +5.2% |
| Q3 2019 | $631,000 | -0.3% | 6,700 | 0.0% | 0.33% | +11.6% |
| Q2 2019 | $633,000 | +1.3% | 6,700 | 0.0% | 0.29% | +23.7% |
| Q1 2019 | $625,000 | +200.5% | 6,700 | +191.3% | 0.24% | +424.4% |
| Q3 2018 | $208,000 | -48.4% | 2,300 | -53.1% | 0.04% | -37.5% |
| Q4 2016 | $403,000 | +1.3% | 4,900 | 0.0% | 0.07% | +5.9% |
| Q3 2016 | $398,000 | +1.0% | 4,900 | +2.1% | 0.07% | -6.8% |
| Q2 2016 | $394,000 | -14.3% | 4,800 | -18.6% | 0.07% | -11.0% |
| Q1 2016 | $460,000 | – | 5,900 | – | 0.08% | – |
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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% |