ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 257 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $188,000 | -36.3% | 2,079 | -41.0% | 0.03% | -53.5% |
| Q1 2017 | $295,000 | -8.4% | 3,522 | -9.9% | 0.07% | -23.7% |
| Q4 2016 | $322,000 | +1.3% | 3,910 | +0.1% | 0.09% | -12.3% |
| Q3 2016 | $318,000 | 0.0% | 3,907 | +1.1% | 0.11% | -12.4% |
| Q2 2016 | $318,000 | +0.6% | 3,865 | -4.6% | 0.12% | -12.3% |
| Q1 2016 | $316,000 | +9.0% | 4,050 | +2.6% | 0.14% | -1.4% |
| Q4 2015 | $290,000 | +10.7% | 3,946 | +4.9% | 0.14% | -6.0% |
| Q3 2015 | $262,000 | – | 3,761 | – | 0.15% | – |
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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% |