ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 305 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,464,000 | -32.3% | 14,500 | -42.9% | 0.24% | -46.1% |
| Q2 2018 | $2,161,000 | +2.3% | 25,416 | +1.6% | 0.45% | +2.7% |
| Q1 2018 | $2,113,000 | -6.3% | 25,006 | 0.0% | 0.44% | -10.5% |
| Q4 2017 | $2,254,000 | +4.9% | 25,006 | +0.0% | 0.49% | +0.8% |
| Q3 2017 | $2,149,000 | +3.4% | 25,000 | -0.0% | 0.48% | +7.3% |
| Q2 2017 | $2,078,000 | -5.5% | 25,006 | -4.7% | 0.45% | -0.2% |
| Q1 2017 | $2,200,000 | +7.0% | 26,241 | +5.0% | 0.45% | +4.4% |
| Q4 2016 | $2,056,000 | -3.6% | 25,000 | -4.7% | 0.43% | -8.6% |
| Q3 2016 | $2,132,000 | +3.8% | 26,235 | +4.9% | 0.47% | -4.4% |
| Q2 2016 | $2,054,000 | +5.3% | 25,000 | 0.0% | 0.50% | +3442.9% |
| Q1 2016 | $1,950,000 | – | 25,000 | – | 0.01% | – |
Download | ||||||
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% |