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 2018 | $297,000 | -6.6% | 3,515 | 0.0% | 0.05% | 0.0% |
| Q3 2018 | $318,000 | +6.4% | 3,515 | 0.0% | 0.05% | -3.9% |
| Q2 2018 | $299,000 | -0.7% | 3,515 | 0.0% | 0.05% | +2.0% |
| Q1 2018 | $301,000 | -10.1% | 3,515 | -5.4% | 0.05% | -10.7% |
| Q4 2017 | $335,000 | +5.0% | 3,715 | 0.0% | 0.06% | -1.8% |
| Q3 2017 | $319,000 | +3.2% | 3,715 | 0.0% | 0.06% | -3.4% |
| Q2 2017 | $309,000 | -1.0% | 3,715 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $312,000 | +2.0% | 3,715 | 0.0% | 0.06% | -7.8% |
| Q4 2016 | $306,000 | +1.3% | 3,715 | 0.0% | 0.06% | +10.3% |
| Q3 2016 | $302,000 | -1.0% | 3,715 | 0.0% | 0.06% | -4.9% |
| Q2 2016 | $305,000 | – | 3,715 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 1,790 | $15,968,000 | 14.08% |
| Stratford Consulting, LLC | 386,875 | $36,092,000 | 12.90% |
| Wolff Financial Management LLC | 139,397 | $13,004,000 | 10.79% |
| FundX Investment Group, LLC | 282,560 | $26,360,000 | 8.95% |
| Shamrock Asset Management LLC | 114,465 | $10,678,000 | 8.45% |
| WealthOne, LLC | 71,567 | $6,676,000 | 7.54% |
| Bouchey Financial Group Ltd | 272,286 | $25,402,000 | 6.35% |
| LBMC INVESTMENT ADVISORS, LLC | 402,694 | $37,567,000 | 5.96% |
| Lantz Financial LLC | 87,090 | $8,125,000 | 5.89% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,937 | $19,865,000 | 5.76% |