ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 484 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 2019 | $1,569,000 | +1.3% | 16,600 | 0.0% | 0.18% | +1.7% |
| Q1 2019 | $1,549,000 | +10.6% | 16,600 | 0.0% | 0.18% | +1.2% |
| Q4 2018 | $1,401,000 | -6.8% | 16,600 | 0.0% | 0.17% | +10.9% |
| Q3 2018 | $1,503,000 | +6.5% | 16,600 | 0.0% | 0.16% | +2.6% |
| Q2 2018 | $1,411,000 | +0.6% | 16,600 | 0.0% | 0.15% | -0.7% |
| Q1 2018 | $1,402,000 | -6.3% | 16,600 | 0.0% | 0.15% | -5.0% |
| Q4 2017 | $1,496,000 | +4.8% | 16,600 | 0.0% | 0.16% | +1.9% |
| Q3 2017 | $1,427,000 | +3.4% | 16,600 | 0.0% | 0.16% | +4.6% |
| Q2 2017 | $1,380,000 | -0.9% | 16,600 | 0.0% | 0.15% | -2.6% |
| Q1 2017 | $1,392,000 | +2.0% | 16,600 | 0.0% | 0.16% | -0.6% |
| Q4 2016 | $1,365,000 | – | 16,600 | – | 0.16% | – |
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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% |