ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 485 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $264,000 | -97.4% | 3,689 | -96.4% | 0.07% | -96.9% |
| Q4 2019 | $9,965,000 | -62.6% | 101,609 | -64.1% | 2.28% | -64.2% |
| Q3 2019 | $26,649,000 | -0.6% | 283,019 | -0.2% | 6.37% | -2.7% |
| Q2 2019 | $26,798,000 | +5.5% | 283,575 | +4.1% | 6.54% | +3.1% |
| Q1 2019 | $25,402,000 | – | 272,286 | – | 6.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 143,588 | $13,535,000 | 10.11% |
| Titus Wealth Management | 179,596 | $16,931,000 | 8.89% |
| Lantz Financial LLC | 115,093 | $10,849,000 | 5.56% |
| BT Wealth Management LLC | 168,815 | $15,913,000 | 4.94% |
| Forefront Analytics, LLC | 140,263 | $13,223,000 | 4.82% |
| KFA Private Wealth Group, LLC | 82,186 | $7,747,000 | 4.24% |
| LBMC INVESTMENT ADVISORS, LLC | 25,682 | $44,502,000 | 4.16% |
| Astor Investment Management LLC | 193,841 | $18,271,000 | 4.06% |
| WC Walker & Associates, Inc. | 79,157 | $7,461,000 | 4.00% |
| Bernardo Wealth Planning LLC | 63,517 | $5,987,000 | 3.48% |