ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 386 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $262,000 | +4.4% | 2,668 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $251,000 | -0.4% | 2,668 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $252,000 | -92.0% | 2,668 | +804.4% | 0.02% | +25.0% |
| Q1 2019 | $3,160,000 | +1083.5% | 295 | -90.7% | 0.01% | -33.3% |
| Q4 2018 | $267,000 | -6.6% | 3,160 | 0.0% | 0.02% | +12.5% |
| Q3 2018 | $286,000 | -0.7% | 3,160 | -6.6% | 0.02% | -11.1% |
| Q2 2018 | $288,000 | +0.7% | 3,385 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $286,000 | -6.2% | 3,385 | 0.0% | 0.02% | -5.0% |
| Q4 2017 | $305,000 | +4.8% | 3,385 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $291,000 | +3.6% | 3,385 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $281,000 | – | 3,385 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 147,392 | $13,929,000 | 13.74% |
| Stratford Consulting, LLC | 389,378 | $36,796,000 | 12.99% |
| FundX Investment Group, LLC | 278,232 | $26,293,000 | 10.87% |
| Wolff Financial Management LLC | 144,770 | $13,681,000 | 10.53% |
| Shamrock Asset Management LLC | 114,465 | $10,817,000 | 7.65% |
| Forefront Analytics, LLC | 166,232 | $15,714,000 | 6.69% |
| Bouchey Financial Group Ltd | 283,575 | $26,798,000 | 6.54% |
| LBMC INVESTMENT ADVISORS, LLC | 408,268 | $38,581,000 | 5.84% |
| Gunma Bank,Ltd. | 61,000 | $5,765,000 | 5.70% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 213,249 | $20,152,000 | 5.68% |