ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 152 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 2.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $206,000 | -70.6% | 2,104 | -71.8% | 0.26% | -66.1% |
| Q3 2019 | $701,000 | -2.0% | 7,449 | -1.5% | 0.78% | -1.9% |
| Q2 2019 | $715,000 | +1.3% | 7,564 | 0.0% | 0.79% | -3.5% |
| Q1 2019 | $706,000 | +8.1% | 7,564 | -2.2% | 0.82% | +2.4% |
| Q4 2018 | $653,000 | -6.3% | 7,734 | +0.5% | 0.80% | +16.4% |
| Q3 2018 | $697,000 | +135.5% | 7,694 | +120.8% | 0.69% | +109.1% |
| Q2 2018 | $296,000 | +0.7% | 3,484 | 0.0% | 0.33% | +3.1% |
| Q1 2018 | $294,000 | -19.7% | 3,484 | -14.3% | 0.32% | -17.6% |
| Q4 2017 | $366,000 | +4.9% | 4,064 | 0.0% | 0.39% | +6.6% |
| Q3 2017 | $349,000 | +0.3% | 4,064 | -2.9% | 0.36% | -8.3% |
| Q2 2017 | $348,000 | -16.7% | 4,184 | -16.0% | 0.40% | -21.4% |
| Q1 2017 | $418,000 | -8.5% | 4,979 | -10.4% | 0.50% | -14.4% |
| Q4 2016 | $457,000 | -99.9% | 5,554 | -1.3% | 0.59% | +298.0% |
| Q3 2016 | $458,000,000 | +0.4% | 5,629 | +1.4% | 0.15% | -5.7% |
| Q2 2016 | $456,000,000 | -9.2% | 5,554 | -13.6% | 0.16% | -1.9% |
| Q1 2016 | $502,000,000 | +6.1% | 6,429 | -0.2% | 0.16% | -14.9% |
| Q4 2015 | $473,000,000 | -24.1% | 6,444 | -28.1% | 0.19% | -18.6% |
| Q3 2015 | $623,000,000 | -14.3% | 8,959 | -9.4% | 0.23% | -12.5% |
| Q2 2015 | $727,000,000 | +9.5% | 9,886 | +11.6% | 0.26% | -1.5% |
| Q1 2015 | $664,000,000 | -24.5% | 8,859 | -22.9% | 0.27% | -4.3% |
| Q4 2014 | $880,000,000 | +1.1% | 11,494 | -0.6% | 0.28% | -13.3% |
| Q3 2014 | $870,000,000 | +94055.8% | 11,564 | -5.6% | 0.32% | -2.4% |
| Q2 2014 | $924,000 | +4.5% | 12,254 | -1.0% | 0.33% | +28.3% |
| Q1 2014 | $884,000 | -8.0% | 12,379 | -9.5% | 0.26% | -23.2% |
| Q4 2013 | $961,000 | +5.0% | 13,679 | -0.8% | 0.34% | -4.3% |
| Q2 2013 | $915,000 | – | 13,794 | – | 0.35% | – |
Download | ||||||
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% |