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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $42,000 | -62.2% | 461 | -58.4% | 0.01% | -58.3% |
| Q2 2022 | $111,000 | +122.0% | 1,108 | +135.7% | 0.01% | +140.0% |
| Q1 2022 | $50,000 | +6.4% | 470 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $47,000 | -17.5% | 470 | -21.9% | 0.01% | -16.7% |
| Q3 2021 | $57,000 | -1.7% | 602 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $58,000 | +23.4% | 602 | +20.6% | 0.01% | -14.3% |
| Q1 2021 | $47,000 | +27.0% | 499 | +18.2% | 0.01% | 0.0% |
| Q4 2020 | $37,000 | +8.8% | 422 | +0.2% | 0.01% | 0.0% |
| Q3 2020 | $34,000 | -5.6% | 421 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $36,000 | +63.6% | 421 | +46.7% | 0.01% | +33.3% |
| Q1 2020 | $22,000 | -60.0% | 287 | -49.4% | 0.01% | -53.8% |
| Q4 2019 | $55,000 | – | 567 | – | 0.01% | – |
Download | ||||||
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% |