ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 469 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.76 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $206,000 | -9.6% | 2,176 | -16.1% | 0.14% | -19.3% |
| Q4 2020 | $228,000 | +9.1% | 2,595 | +0.2% | 0.17% | -8.1% |
| Q3 2020 | $209,000 | -24.5% | 2,591 | -24.2% | 0.19% | -35.9% |
| Q2 2020 | $277,000 | +14.0% | 3,418 | +0.4% | 0.29% | -10.8% |
| Q1 2020 | $243,000 | -51.5% | 3,405 | -33.4% | 0.32% | -22.8% |
| Q4 2019 | $501,000 | – | 5,115 | – | 0.42% | – |
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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% |