ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 152 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 2.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $882,000 | +1.5% | 9,793 | -3.1% | 0.09% | +82.0% |
| Q3 2017 | $869,000 | +12.7% | 10,107 | +8.9% | 0.05% | +4.2% |
| Q2 2017 | $771,000 | +114.2% | 9,281 | +115.9% | 0.05% | +92.0% |
| Q1 2017 | $360,000 | +32.4% | 4,299 | +30.1% | 0.02% | +25.0% |
| Q4 2016 | $272,000 | -3.5% | 3,304 | -4.9% | 0.02% | -9.1% |
| Q3 2016 | $282,000 | +4.1% | 3,475 | +5.8% | 0.02% | 0.0% |
| Q2 2016 | $271,000 | +10.2% | 3,286 | +4.4% | 0.02% | -4.3% |
| Q1 2016 | $246,000 | -10.9% | 3,149 | -20.7% | 0.02% | -28.1% |
| Q3 2015 | $276,000 | +3.8% | 3,973 | +9.7% | 0.03% | +3.2% |
| Q2 2015 | $266,000 | +7.3% | 3,622 | +9.1% | 0.03% | +3.3% |
| Q1 2015 | $248,000 | +16.4% | 3,321 | +19.4% | 0.03% | +7.1% |
| Q4 2014 | $213,000 | -22.0% | 2,782 | -23.2% | 0.03% | -24.3% |
| Q3 2014 | $273,000 | +2.2% | 3,624 | +2.2% | 0.04% | -2.6% |
| Q2 2014 | $267,000 | +9.0% | 3,545 | -3.2% | 0.04% | -15.6% |
| Q1 2014 | $245,000 | -4.7% | 3,663 | +0.0% | 0.04% | -2.2% |
| Q4 2013 | $257,000 | -3.4% | 3,662 | -8.8% | 0.05% | -27.0% |
| Q3 2013 | $266,000 | – | 4,015 | – | 0.06% | – |
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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% |