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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $10,424 | +15.8% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -50.0% | 100 | -42.9% | 0.00% | -50.0% |
| Q2 2022 | $18,000 | +63.6% | 175 | +75.0% | 0.00% | +100.0% |
| Q1 2022 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | -52.6% | 100 | -50.0% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | +111.1% | 200 | +100.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -41.7% | 100 | -20.0% | 0.00% | -50.0% |
| Q4 2019 | $12,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | -14.3% | 125 | -18.3% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | – | 153 | – | 0.00% | – |
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% |