ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 374 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,710,000 | -15.0% | 18,018 | -27.3% | 0.44% | -33.4% |
| Q2 2020 | $2,011,000 | +4.8% | 24,780 | -7.6% | 0.66% | -12.3% |
| Q1 2020 | $1,919,000 | -25.2% | 26,825 | +2.6% | 0.76% | -7.6% |
| Q4 2019 | $2,564,000 | +5.9% | 26,144 | +1.6% | 0.82% | -2.5% |
| Q3 2019 | $2,422,000 | +7.4% | 25,724 | +7.8% | 0.84% | +0.2% |
| Q2 2019 | $2,256,000 | +10.6% | 23,872 | +9.2% | 0.84% | -2.1% |
| Q1 2019 | $2,040,000 | +7.1% | 21,865 | -3.1% | 0.86% | -13.3% |
| Q4 2018 | $1,904,000 | -5.8% | 22,560 | +1.1% | 0.99% | +5.7% |
| Q3 2018 | $2,021,000 | +5.2% | 22,324 | -1.3% | 0.94% | -12.5% |
| Q2 2018 | $1,921,000 | -0.4% | 22,607 | -1.0% | 1.07% | -6.6% |
| Q1 2018 | $1,928,000 | +10.4% | 22,827 | +17.8% | 1.14% | -8.9% |
| Q4 2017 | $1,746,000 | – | 19,376 | – | 1.26% | – |
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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% |