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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $41,000 | +355.6% | 506 | +377.4% | 0.00% | +300.0% |
| Q2 2020 | $9,000 | -10.0% | 106 | -22.6% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -23.1% | 137 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | -38.1% | 137 | -37.4% | 0.00% | -50.0% |
| Q3 2019 | $21,000 | +110.0% | 219 | +106.6% | 0.00% | +100.0% |
| Q2 2019 | $10,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 106 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -100.0% | 106 | -61.6% | 0.00% | -80.0% |
| Q3 2016 | $22,433,000 | +64.9% | 276 | +60.5% | 0.01% | +66.7% |
| Q1 2016 | $13,607,000 | – | 172 | – | 0.00% | – |
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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% |