ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 379 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.4%.
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 | 173,488 | $16,336,000 | 14.96% |
| Stratford Consulting, LLC | 383,160 | $36,078,000 | 12.35% |
| Wolff Financial Management LLC | 149,025 | $14,032,000 | 10.24% |
| Shamrock Asset Management LLC | 107,050 | $10,080,000 | 7.85% |
| Forefront Analytics, LLC | 179,504 | $16,899,000 | 6.96% |
| Bouchey Financial Group Ltd | 283,019 | $26,649,000 | 6.37% |
| LBMC INVESTMENT ADVISORS, LLC | 410,238 | $38,628,000 | 5.86% |
| WealthOne, LLC | 85,024 | $8,006,000 | 5.73% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 215,196 | $20,263,000 | 5.53% |
| Gunma Bank,Ltd. | 61,000 | $5,744,000 | 5.46% |