ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 486 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $488,000 | -31.4% | 6,008 | -39.6% | 0.00% | -33.3% |
| Q1 2020 | $711,000 | -42.9% | 9,941 | -21.8% | 0.00% | -25.0% |
| Q4 2019 | $1,246,000 | -49.2% | 12,708 | -51.2% | 0.00% | -33.3% |
| Q3 2019 | $2,452,000 | +74.5% | 26,043 | +75.1% | 0.01% | +20.0% |
| Q2 2019 | $1,405,000 | -51.2% | 14,872 | -51.8% | 0.01% | -50.0% |
| Q1 2019 | $2,881,000 | +9.7% | 30,879 | -0.7% | 0.01% | +11.1% |
| Q4 2018 | $2,626,000 | +872.6% | 31,111 | +942.9% | 0.01% | +800.0% |
| Q3 2018 | $270,000 | -93.0% | 2,983 | -93.4% | 0.00% | -92.3% |
| Q2 2018 | $3,833,000 | +880.3% | 45,093 | +873.7% | 0.01% | +1200.0% |
| Q1 2018 | $391,000 | -20.0% | 4,631 | -14.6% | 0.00% | -50.0% |
| Q4 2017 | $489,000 | +27.0% | 5,424 | +21.0% | 0.00% | +100.0% |
| Q3 2017 | $385,000 | +3.5% | 4,481 | +0.3% | 0.00% | 0.0% |
| Q2 2017 | $372,000 | +72.2% | 4,469 | +73.6% | 0.00% | 0.0% |
| Q1 2017 | $216,000 | +18.0% | 2,574 | +15.6% | 0.00% | 0.0% |
| Q4 2016 | $183,000 | +12.3% | 2,226 | +11.3% | 0.00% | 0.0% |
| Q3 2016 | $163,000 | -27.6% | 2,000 | -26.9% | 0.00% | 0.0% |
| Q2 2016 | $225,000 | -7.0% | 2,736 | -11.9% | 0.00% | -50.0% |
| Q1 2016 | $242,000 | +80.6% | 3,105 | +70.1% | 0.00% | +100.0% |
| Q4 2015 | $134,000 | +7.2% | 1,825 | +1.4% | 0.00% | 0.0% |
| Q3 2015 | $125,000 | -5.3% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $132,000 | -2.2% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $135,000 | – | 1,800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 143,588 | $13,535,000 | 10.11% |
| Titus Wealth Management | 179,596 | $16,931,000 | 8.89% |
| Lantz Financial LLC | 115,093 | $10,849,000 | 5.56% |
| BT Wealth Management LLC | 168,815 | $15,913,000 | 4.94% |
| Forefront Analytics, LLC | 140,263 | $13,223,000 | 4.82% |
| KFA Private Wealth Group, LLC | 82,186 | $7,747,000 | 4.24% |
| LBMC INVESTMENT ADVISORS, LLC | 25,682 | $44,502,000 | 4.16% |
| Astor Investment Management LLC | 193,841 | $18,271,000 | 4.06% |
| WC Walker & Associates, Inc. | 79,157 | $7,461,000 | 4.00% |
| Bernardo Wealth Planning LLC | 63,517 | $5,987,000 | 3.48% |