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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $213,000 | +4.4% | 2,171 | 0.0% | 0.07% | -7.7% |
| Q3 2019 | $204,000 | -0.5% | 2,171 | 0.0% | 0.08% | +8.3% |
| Q2 2019 | $205,000 | +1.0% | 2,171 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $203,000 | -50.5% | 2,171 | -55.3% | 0.07% | -53.2% |
| Q4 2018 | $410,000 | -22.2% | 4,855 | -16.6% | 0.15% | -33.3% |
| Q3 2018 | $527,000 | +6.5% | 5,823 | 0.0% | 0.23% | +5.5% |
| Q2 2018 | $495,000 | -22.8% | 5,823 | -23.3% | 0.22% | -25.0% |
| Q1 2018 | $641,000 | +10.3% | 7,590 | +17.9% | 0.29% | +1.0% |
| Q4 2017 | $581,000 | – | 6,440 | – | 0.29% | – |
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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% |