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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $237,000 | +1.7% | 2,457 | 0.0% | 0.04% | -4.4% |
| Q1 2021 | $233,000 | -83.6% | 2,457 | -84.8% | 0.04% | -84.7% |
| Q4 2020 | $1,417,000 | -14.8% | 16,163 | -21.8% | 0.30% | -27.7% |
| Q3 2020 | $1,664,000 | -2.5% | 20,682 | -1.7% | 0.41% | -12.1% |
| Q2 2020 | $1,707,000 | -1.3% | 21,029 | -13.0% | 0.46% | -19.0% |
| Q1 2020 | $1,730,000 | -28.9% | 24,172 | -2.6% | 0.57% | -12.4% |
| Q4 2019 | $2,434,000 | +3.8% | 24,822 | -0.3% | 0.65% | -9.3% |
| Q3 2019 | $2,345,000 | +0.8% | 24,906 | +1.1% | 0.72% | -4.8% |
| Q2 2019 | $2,327,000 | +6.5% | 24,625 | +5.1% | 0.76% | -2.6% |
| Q1 2019 | $2,185,000 | +7.2% | 23,426 | -3.1% | 0.78% | -15.6% |
| Q4 2018 | $2,039,000 | -1.5% | 24,167 | +6.3% | 0.92% | +8.7% |
| Q3 2018 | $2,070,000 | -4.1% | 22,741 | -10.8% | 0.85% | -29.7% |
| Q2 2018 | $2,158,000 | -26.3% | 25,487 | -27.8% | 1.20% | -26.0% |
| Q1 2018 | $2,927,000 | – | 35,309 | – | 1.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 1,790 | $15,968,000 | 14.08% |
| Stratford Consulting, LLC | 386,875 | $36,092,000 | 12.90% |
| Wolff Financial Management LLC | 139,397 | $13,004,000 | 10.79% |
| FundX Investment Group, LLC | 282,560 | $26,360,000 | 8.95% |
| Shamrock Asset Management LLC | 114,465 | $10,678,000 | 8.45% |
| WealthOne, LLC | 71,567 | $6,676,000 | 7.54% |
| Bouchey Financial Group Ltd | 272,286 | $25,402,000 | 6.35% |
| LBMC INVESTMENT ADVISORS, LLC | 402,694 | $37,567,000 | 5.96% |
| Lantz Financial LLC | 87,090 | $8,125,000 | 5.89% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,937 | $19,865,000 | 5.76% |