ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 484 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $26,028,000 | +236518.2% | 243,504 | +221267.3% | 12.40% | +206550.0% |
| Q4 2019 | $11,000 | +10.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,000 | -66.7% | 110 | -65.8% | 0.01% | -68.4% |
| Q1 2019 | $30,000 | +233.3% | 322 | +192.7% | 0.02% | +171.4% |
| Q4 2018 | $9,000 | -10.0% | 110 | 0.0% | 0.01% | +16.7% |
| Q3 2018 | $10,000 | +11.1% | 110 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $9,000 | 0.0% | 110 | 0.0% | 0.01% | -83.8% |
| Q1 2018 | $9,000 | -55.0% | 110 | -51.1% | 0.04% | +164.3% |
| Q4 2017 | $20,000 | +5.3% | 225 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $19,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $19,000 | -99.7% | 225 | -99.7% | 0.01% | -99.7% |
| Q3 2016 | $5,483,000 | -3.0% | 67,460 | -1.9% | 4.46% | -4.0% |
| Q2 2016 | $5,652,000 | +1190.4% | 68,738 | +1122.4% | 4.64% | +1065.6% |
| Q1 2016 | $438,000 | – | 5,623 | – | 0.40% | – |
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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% |