ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 297 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,016,000 | -94.2% | 27,558 | -85.8% | 0.19% | -93.8% |
| Q3 2018 | $17,583,000 | +6.5% | 194,200 | 0.0% | 3.06% | +2.2% |
| Q2 2018 | $16,505,000 | +0.6% | 194,200 | 0.0% | 2.99% | -0.7% |
| Q1 2018 | $16,406,000 | -6.3% | 194,200 | 0.0% | 3.01% | -3.4% |
| Q4 2017 | $17,505,000 | +4.9% | 194,200 | 0.0% | 3.12% | +3.0% |
| Q3 2017 | $16,691,000 | +3.4% | 194,200 | 0.0% | 3.03% | +10.5% |
| Q2 2017 | $16,144,000 | -0.9% | 194,200 | 0.0% | 2.74% | -1.5% |
| Q1 2017 | $16,286,000 | +2.0% | 194,200 | 0.0% | 2.78% | -1.0% |
| Q4 2016 | $15,973,000 | -31.0% | 194,200 | -31.8% | 2.81% | -28.6% |
| Q3 2016 | $23,161,000 | +23.0% | 284,950 | +24.3% | 3.94% | +18.7% |
| Q2 2016 | $18,837,000 | – | 229,300 | – | 3.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 159,714 | $13,493,000,000 | 12.98% |
| Stratford Consulting, LLC | 377,305 | $31,875,000 | 12.14% |
| LBMC INVESTMENT ADVISORS, LLC | 409,632 | $34,606,000 | 5.99% |
| Gunma Bank,Ltd. | 61,000 | $5,153,000 | 5.69% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,277 | $17,933,000 | 5.50% |
| Smart Money Group LLC | 54,996 | $4,646,000 | 4.72% |
| Divergent Wealth Advisors | 145,255 | $12,271,000 | 4.59% |
| Sanchez Wealth Management Group | 54,578 | $4,524,000 | 4.57% |
| Wharton Business Group, LLC | 510,276 | $43,108,000 | 4.46% |
| Keystone Financial Planning, Inc. | 75,169 | $6,350,000 | 3.54% |