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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $16,000 | -48.4% | 185 | -51.9% | 0.00% | -60.0% |
| Q3 2020 | $31,000 | 0.0% | 385 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | +24.0% | 385 | +10.0% | 0.01% | 0.0% |
| Q1 2020 | $25,000 | -26.5% | 350 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $34,000 | +41.7% | 350 | +40.0% | 0.01% | +25.0% |
| Q3 2019 | $24,000 | +14.3% | 250 | +11.1% | 0.00% | +33.3% |
| Q2 2019 | $21,000 | -60.4% | 225 | -64.8% | 0.00% | -70.0% |
| Q2 2016 | $53,000 | +6.0% | 640 | 0.0% | 0.01% | +42.9% |
| Q1 2016 | $50,000 | +6.4% | 640 | 0.0% | 0.01% | -22.2% |
| Q4 2015 | $47,000 | 0.0% | 640 | 0.0% | 0.01% | +12.5% |
| Q3 2015 | $47,000 | 0.0% | 640 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $47,000 | – | 640 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 1,790 | $15,968,000 | 14.08% |
| Stratford Consulting, LLC | 386,875 | $36,092,000 | 12.90% |
| Wolff Financial Management LLC | 139,397 | $13,004,000 | 10.79% |
| FundX Investment Group, LLC | 282,560 | $26,360,000 | 8.95% |
| Shamrock Asset Management LLC | 114,465 | $10,678,000 | 8.45% |
| WealthOne, LLC | 71,567 | $6,676,000 | 7.54% |
| Bouchey Financial Group Ltd | 272,286 | $25,402,000 | 6.35% |
| LBMC INVESTMENT ADVISORS, LLC | 402,694 | $37,567,000 | 5.96% |
| Lantz Financial LLC | 87,090 | $8,125,000 | 5.89% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,937 | $19,865,000 | 5.76% |