ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 555 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $261,000 | -16.9% | 2,660 | -20.4% | 0.05% | -23.1% |
| Q3 2019 | $314,000 | -0.6% | 3,340 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $316,000 | -12.0% | 3,340 | -13.1% | 0.06% | -8.5% |
| Q1 2019 | $359,000 | +10.8% | 3,844 | 0.0% | 0.07% | -1.4% |
| Q4 2018 | $324,000 | -29.7% | 3,844 | -24.5% | 0.07% | -19.1% |
| Q3 2018 | $461,000 | +1.5% | 5,094 | -4.6% | 0.09% | -4.3% |
| Q2 2018 | $454,000 | +0.7% | 5,340 | 0.0% | 0.09% | -9.7% |
| Q1 2018 | $451,000 | -14.4% | 5,340 | -8.7% | 0.10% | -10.4% |
| Q4 2017 | $527,000 | – | 5,850 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 121,777 | $10,676,000 | 9.46% |
| Titus Wealth Management | 171,398 | $15,026,000 | 9.23% |
| Wolff Financial Management LLC | 150,512 | $13,195,000 | 6.92% |
| Lantz Financial LLC | 115,180 | $10,098,000 | 6.30% |
| Forefront Analytics, LLC | 137,725 | $12,072,000 | 5.24% |
| LBMC INVESTMENT ADVISORS, LLC | 423,474 | $37,126,000 | 4.38% |
| WC Walker & Associates, Inc. | 76,476 | $6,916,000 | 3.98% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 198,276 | $17,383,000 | 3.94% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 125,481 | $11,000,000 | 3.76% |
| Keystone Financial Planning, Inc. | 98,089 | $8,599,000 | 3.57% |