ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 450 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $230,000 | -27.0% | 3,208 | 0.0% | 0.31% | -13.0% |
| Q4 2019 | $315,000 | +4.3% | 3,208 | 0.0% | 0.36% | -7.1% |
| Q3 2019 | $302,000 | -0.3% | 3,208 | 0.0% | 0.38% | +5.2% |
| Q2 2019 | $303,000 | -12.2% | 3,208 | -13.3% | 0.36% | -20.2% |
| Q1 2019 | $345,000 | +10.6% | 3,700 | 0.0% | 0.46% | -14.5% |
| Q4 2018 | $312,000 | – | 3,700 | – | 0.53% | – |
Download | ||||||
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% |