ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 182 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $45,000 | 0.0% | 470 | 0.0% | 0.02% | +21.1% |
| Q1 2021 | $45,000 | +9.8% | 470 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $41,000 | +7.9% | 470 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $38,000 | 0.0% | 470 | 0.0% | 0.02% | -5.0% |
| Q2 2020 | $38,000 | +11.8% | 470 | 0.0% | 0.02% | -9.1% |
| Q1 2020 | $34,000 | -26.1% | 470 | 0.0% | 0.02% | +4.8% |
| Q4 2019 | $46,000 | +4.5% | 470 | 0.0% | 0.02% | +5.0% |
| Q3 2019 | $44,000 | 0.0% | 470 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $44,000 | 0.0% | 470 | 0.0% | 0.02% | +5.3% |
| Q1 2019 | $44,000 | +76.0% | 470 | +56.7% | 0.02% | +58.3% |
| Q4 2018 | $25,000 | -7.4% | 300 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $27,000 | +8.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $25,000 | -30.6% | 300 | -29.4% | 0.01% | 0.0% |
| Q1 2018 | $36,000 | -5.3% | 425 | 0.0% | 0.01% | -9.1% |
| Q4 2017 | $38,000 | +2.7% | 425 | 0.0% | 0.01% | -8.3% |
| Q3 2017 | $37,000 | +5.7% | 425 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $35,000 | -16.7% | 425 | -23.4% | 0.01% | -42.9% |
| Q3 2014 | $42,000 | +55.6% | 555 | +56.3% | 0.02% | +61.5% |
| Q2 2014 | $27,000 | +8.0% | 355 | 0.0% | 0.01% | +62.5% |
| Q1 2014 | $25,000 | 0.0% | 355 | 0.0% | 0.01% | -11.1% |
| Q4 2013 | $25,000 | +4.2% | 355 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $24,000 | 0.0% | 355 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $24,000 | – | 355 | – | 0.01% | – |
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% |