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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $980,000 | -32.1% | 13,703 | -6.9% | 0.18% | -14.9% |
| Q4 2019 | $1,443,000 | +3.6% | 14,711 | -0.5% | 0.22% | +4.4% |
| Q3 2019 | $1,393,000 | -2.9% | 14,791 | -2.6% | 0.21% | +6.7% |
| Q2 2019 | $1,435,000 | +0.8% | 15,185 | -0.5% | 0.19% | +1.0% |
| Q1 2019 | $1,424,000 | +17.6% | 15,260 | +6.3% | 0.19% | +2.7% |
| Q4 2018 | $1,211,000 | -8.8% | 14,353 | -2.1% | 0.19% | +5.7% |
| Q3 2018 | $1,328,000 | -7.6% | 14,668 | -13.3% | 0.18% | -19.3% |
| Q2 2018 | $1,438,000 | -5.2% | 16,925 | -5.8% | 0.22% | -5.2% |
| Q1 2018 | $1,517,000 | -20.9% | 17,961 | -15.6% | 0.23% | -19.0% |
| Q4 2017 | $1,917,000 | +5.4% | 21,272 | +0.5% | 0.28% | -10.4% |
| Q3 2017 | $1,819,000 | -38.6% | 21,168 | -40.6% | 0.32% | -34.9% |
| Q2 2017 | $2,961,000 | +3.7% | 35,655 | +4.7% | 0.49% | -6.9% |
| Q1 2017 | $2,855,000 | +113.2% | 34,040 | +109.1% | 0.52% | +84.8% |
| Q4 2016 | $1,339,000 | +6.2% | 16,277 | +4.9% | 0.28% | +5.6% |
| Q3 2016 | $1,261,000 | +22.8% | 15,516 | +24.2% | 0.27% | +17.0% |
| Q2 2016 | $1,027,000 | +109.2% | 12,496 | +98.5% | 0.23% | +106.3% |
| Q1 2016 | $491,000 | -13.1% | 6,294 | -18.2% | 0.11% | -11.9% |
| Q4 2015 | $565,000 | +0.9% | 7,694 | -4.4% | 0.13% | -16.6% |
| Q3 2015 | $560,000 | +39.7% | 8,044 | +47.8% | 0.15% | +51.0% |
| Q2 2015 | $401,000 | – | 5,444 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 121,777 | $10,676,000 | 9.46% |
| Titus Wealth Management | 171,398 | $15,026,000 | 9.23% |
| Wolff Financial Management LLC | 150,512 | $13,195,000 | 6.92% |
| Lantz Financial LLC | 115,180 | $10,098,000 | 6.30% |
| Forefront Analytics, LLC | 137,725 | $12,072,000 | 5.24% |
| LBMC INVESTMENT ADVISORS, LLC | 423,474 | $37,126,000 | 4.38% |
| WC Walker & Associates, Inc. | 76,476 | $6,916,000 | 3.98% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 198,276 | $17,383,000 | 3.94% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 125,481 | $11,000,000 | 3.76% |
| Keystone Financial Planning, Inc. | 98,089 | $8,599,000 | 3.57% |