ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 283 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $41,000 | +355.6% | 506 | +377.4% | 0.00% | +300.0% |
| Q2 2020 | $9,000 | -10.0% | 106 | -22.6% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -23.1% | 137 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | -38.1% | 137 | -37.4% | 0.00% | -50.0% |
| Q3 2019 | $21,000 | +110.0% | 219 | +106.6% | 0.00% | +100.0% |
| Q2 2019 | $10,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 106 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -100.0% | 106 | -61.6% | 0.00% | -80.0% |
| Q3 2016 | $22,433,000 | +64.9% | 276 | +60.5% | 0.01% | +66.7% |
| Q1 2016 | $13,607,000 | – | 172 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 143,588 | $13,535,000 | 10.11% |
| Titus Wealth Management | 179,596 | $16,931,000 | 8.89% |
| Lantz Financial LLC | 115,093 | $10,849,000 | 5.56% |
| BT Wealth Management LLC | 168,815 | $15,913,000 | 4.94% |
| Forefront Analytics, LLC | 140,263 | $13,223,000 | 4.82% |
| KFA Private Wealth Group, LLC | 82,186 | $7,747,000 | 4.24% |
| LBMC INVESTMENT ADVISORS, LLC | 25,682 | $44,502,000 | 4.16% |
| Astor Investment Management LLC | 193,841 | $18,271,000 | 4.06% |
| WC Walker & Associates, Inc. | 79,157 | $7,461,000 | 4.00% |
| Bernardo Wealth Planning LLC | 63,517 | $5,987,000 | 3.48% |