ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 213 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,099,000 | +10.0% | 13,387 | +4.5% | 0.21% | +6.0% |
| Q1 2016 | $999,000 | +10.1% | 12,816 | +3.7% | 0.20% | +13.1% |
| Q4 2015 | $907,000 | -17.9% | 12,356 | -22.2% | 0.18% | -20.7% |
| Q3 2015 | $1,105,000 | +1.5% | 15,885 | +7.2% | 0.22% | +11.0% |
| Q2 2015 | $1,089,000 | +9.1% | 14,815 | +11.3% | 0.20% | +7.5% |
| Q1 2015 | $998,000 | +15.9% | 13,312 | +18.2% | 0.19% | +13.4% |
| Q4 2014 | $861,000 | -2.6% | 11,261 | -4.3% | 0.16% | -5.7% |
| Q3 2014 | $884,000 | +7.4% | 11,761 | +7.7% | 0.17% | +30.8% |
| Q2 2014 | $823,000 | +2.6% | 10,922 | -2.8% | 0.13% | -23.1% |
| Q1 2014 | $802,000 | -33.1% | 11,239 | -34.2% | 0.17% | -38.0% |
| Q4 2013 | $1,199,000 | +29.8% | 17,069 | +22.4% | 0.28% | +16.7% |
| Q3 2013 | $924,000 | +30.7% | 13,946 | +30.8% | 0.24% | +10.6% |
| Q2 2013 | $707,000 | – | 10,663 | – | 0.22% | – |
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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% |