ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 327 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $330,000 | +2.2% | 5,399 | +2.1% | 0.00% | – |
| Q3 2019 | $323,000 | +1.9% | 5,290 | +1.9% | 0.00% | – |
| Q2 2019 | $317,000 | -2.5% | 5,189 | -2.3% | 0.00% | – |
| Q1 2019 | $325,000 | +2.2% | 5,313 | +2.2% | 0.00% | -100.0% |
| Q4 2018 | $318,000 | -24.8% | 5,199 | -24.9% | 0.00% | 0.0% |
| Q3 2018 | $423,000 | -8.6% | 6,920 | -8.8% | 0.00% | 0.0% |
| Q2 2018 | $463,000 | -2.9% | 7,584 | -2.9% | 0.00% | 0.0% |
| Q1 2018 | $477,000 | +94.7% | 7,807 | +94.6% | 0.00% | – |
| Q4 2017 | $245,000 | -14.6% | 4,011 | -14.7% | 0.00% | – |
| Q2 2017 | $287,000 | 0.0% | 4,700 | 0.0% | 0.00% | – |
| Q1 2017 | $287,000 | -13.6% | 4,700 | -13.6% | 0.00% | -100.0% |
| Q4 2016 | $332,000 | +9.2% | 5,440 | +9.5% | 0.00% | 0.0% |
| Q3 2016 | $304,000 | 0.0% | 4,970 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $304,000 | 0.0% | 4,970 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $304,000 | – | 4,970 | – | 0.00% | – |
Download | ||||||
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% |