ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 458 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,338,000 | +16.1% | 13,252 | +8.4% | 0.35% | +9.1% |
| Q3 2021 | $1,152,000 | +24.9% | 12,225 | +28.1% | 0.32% | +19.9% |
| Q2 2021 | $922,000 | +7.1% | 9,547 | +5.2% | 0.27% | +6.8% |
| Q1 2021 | $861,000 | -3.5% | 9,078 | -10.8% | 0.25% | -16.4% |
| Q4 2020 | $892,000 | +28.3% | 10,177 | +17.9% | 0.30% | +14.2% |
| Q3 2020 | $695,000 | +8.1% | 8,635 | +9.0% | 0.26% | -1.9% |
| Q2 2020 | $643,000 | -17.8% | 7,922 | -27.5% | 0.27% | -33.0% |
| Q1 2020 | $782,000 | -28.7% | 10,924 | -2.3% | 0.40% | -10.2% |
| Q4 2019 | $1,097,000 | +6.5% | 11,184 | +2.2% | 0.44% | +4.0% |
| Q3 2019 | $1,030,000 | +37.3% | 10,940 | +37.9% | 0.42% | +35.4% |
| Q2 2019 | $750,000 | +191.8% | 7,934 | +188.1% | 0.31% | +201.9% |
| Q1 2019 | $257,000 | – | 2,754 | – | 0.10% | – |
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% |