ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 379 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $77,000 | -17.2% | 950 | 0.0% | 0.05% | -20.0% |
| Q4 2019 | $93,000 | +4.5% | 950 | 0.0% | 0.06% | -4.8% |
| Q3 2019 | $89,000 | -1.1% | 950 | 0.0% | 0.06% | -12.5% |
| Q2 2019 | $90,000 | +1.1% | 950 | 0.0% | 0.07% | +9.1% |
| Q1 2019 | $89,000 | +11.2% | 950 | 0.0% | 0.07% | -8.3% |
| Q4 2018 | $80,000 | -7.0% | 950 | 0.0% | 0.07% | +5.9% |
| Q3 2018 | $86,000 | – | 950 | – | 0.07% | – |
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% |