ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 558 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 2022 | $407,000 | +36.1% | 3,809 | +28.6% | 0.03% | +47.6% |
| Q4 2021 | $299,000 | +19.6% | 2,961 | +11.8% | 0.02% | +10.5% |
| Q3 2021 | $250,000 | +2.0% | 2,648 | +4.2% | 0.02% | -29.6% |
| Q2 2021 | $245,000 | +2.5% | 2,542 | +0.9% | 0.03% | -3.6% |
| Q1 2021 | $239,000 | +13.8% | 2,519 | +5.2% | 0.03% | +3.7% |
| Q4 2020 | $210,000 | -4.5% | 2,394 | +6.7% | 0.03% | -18.2% |
| Q4 2019 | $220,000 | – | 2,243 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 173,488 | $16,336,000 | 14.96% |
| Stratford Consulting, LLC | 383,160 | $36,078,000 | 12.35% |
| Wolff Financial Management LLC | 149,025 | $14,032,000 | 10.24% |
| Shamrock Asset Management LLC | 107,050 | $10,080,000 | 7.85% |
| Forefront Analytics, LLC | 179,504 | $16,899,000 | 6.96% |
| Bouchey Financial Group Ltd | 283,019 | $26,649,000 | 6.37% |
| LBMC INVESTMENT ADVISORS, LLC | 410,238 | $38,628,000 | 5.86% |
| WealthOne, LLC | 85,024 | $8,006,000 | 5.73% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 215,196 | $20,263,000 | 5.53% |
| Gunma Bank,Ltd. | 61,000 | $5,744,000 | 5.46% |