ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 283 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $200,000 | -99.9% | 2,442 | +29.1% | 0.07% | -26.7% |
| Q1 2016 | $147,595,000 | +6.3% | 1,892 | 0.0% | 0.10% | +8.6% |
| Q4 2015 | $138,892,000 | -15.6% | 1,892 | -20.0% | 0.09% | -23.1% |
| Q3 2015 | $164,557,000 | -5.4% | 2,365 | 0.0% | 0.12% | 0.0% |
| Q2 2015 | $173,993,000 | -1.9% | 2,365 | 0.0% | 0.12% | -1.6% |
| Q1 2015 | $177,351,000 | -2.0% | 2,365 | 0.0% | 0.12% | -1.6% |
| Q4 2014 | $181,017,000 | +1.7% | 2,365 | 0.0% | 0.12% | -2.3% |
| Q3 2014 | $177,943,000 | -0.2% | 2,365 | 0.0% | 0.13% | +0.8% |
| Q2 2014 | $178,295,000 | +5.5% | 2,365 | 0.0% | 0.13% | +5.0% |
| Q1 2014 | $168,956,000 | -27.4% | 2,365 | -28.6% | 0.12% | -36.6% |
| Q4 2013 | $232,809,000 | +6.0% | 3,314 | 0.0% | 0.19% | +4.9% |
| Q3 2013 | $219,652,000 | -0.1% | 3,314 | 0.0% | 0.18% | -9.5% |
| Q2 2013 | $219,858,000 | – | 3,314 | – | 0.20% | – |
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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% |