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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |