ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 320 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $24,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q2 2019 | $24,000 | +4.3% | 250 | 0.0% | 0.00% | – |
| Q1 2019 | $23,000 | +9.5% | 250 | 0.0% | 0.00% | – |
| Q4 2018 | $21,000 | -8.7% | 250 | 0.0% | 0.00% | – |
| Q3 2018 | $23,000 | +9.5% | 250 | 0.0% | 0.00% | – |
| Q2 2018 | $21,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q1 2018 | $21,000 | -8.7% | 250 | 0.0% | 0.00% | – |
| Q4 2017 | $23,000 | +9.5% | 250 | 0.0% | 0.00% | – |
| Q3 2017 | $21,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q2 2017 | $21,000 | -40.0% | 250 | -41.2% | 0.00% | -100.0% |
| Q2 2016 | $35,000 | -47.0% | 425 | -50.0% | 0.00% | 0.0% |
| Q1 2016 | $66,000 | +112.9% | 850 | +100.0% | 0.00% | 0.0% |
| Q4 2015 | $31,000 | +3.3% | 425 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $30,000 | -3.2% | 425 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $31,000 | -3.1% | 425 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $32,000 | -3.0% | 425 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $33,000 | +3.1% | 425 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $32,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $32,000 | +6.7% | 425 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $30,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $30,000 | +7.1% | 425 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $28,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $28,000 | – | 425 | – | 0.00% | – |
Download | ||||||
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% |