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 | $2,810,000 | +291.4% | 34,201 | +271.5% | 0.46% | +517.3% |
| Q1 2016 | $718,000 | +25.5% | 9,206 | +18.5% | 0.08% | +23.0% |
| Q2 2015 | $572,000 | +4.2% | 7,771 | +6.2% | 0.06% | +3.4% |
| Q1 2015 | $549,000 | +22.5% | 7,316 | +25.1% | 0.06% | +15.7% |
| Q4 2014 | $448,000 | +99.1% | 5,849 | +95.9% | 0.05% | +88.9% |
| Q3 2014 | $225,000 | -55.7% | 2,986 | -55.7% | 0.03% | -57.8% |
| Q2 2014 | $508,000 | +9.7% | 6,740 | +4.1% | 0.06% | -1.5% |
| Q1 2014 | $463,000 | -47.0% | 6,476 | -48.0% | 0.06% | -3.0% |
| Q4 2013 | $874,000 | +174.8% | 12,442 | +159.0% | 0.07% | +21.8% |
| Q3 2013 | $318,000 | – | 4,804 | – | 0.06% | – |
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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% |