ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 460 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 2019 | $981,000 | +4.4% | 10,000 | 0.0% | 7.60% | +295.9% |
| Q3 2019 | $940,000 | -54.7% | 10,000 | -54.5% | 1.92% | -2.3% |
| Q2 2019 | $2,075,000 | -19.6% | 21,983 | -20.5% | 1.97% | -6.0% |
| Q1 2019 | $2,580,000 | -1.1% | 27,639 | -10.7% | 2.09% | -19.1% |
| Q4 2018 | $2,610,000 | +9.7% | 30,935 | +18.0% | 2.58% | +26.5% |
| Q3 2018 | $2,380,000 | +17.4% | 26,209 | +9.7% | 2.04% | -5.1% |
| Q2 2018 | $2,028,000 | +0.1% | 23,887 | -0.1% | 2.15% | +10.0% |
| Q1 2018 | $2,025,000 | -3.4% | 23,908 | +3.8% | 1.96% | +3.3% |
| Q4 2017 | $2,097,000 | – | 23,040 | – | 1.89% | – |
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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% |