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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $572,000 | -78.9% | 6,986 | -79.1% | 0.13% | -60.9% |
| Q3 2016 | $2,715,000 | +10.6% | 33,475 | +6.7% | 0.33% | +0.3% |
| Q1 2016 | $2,455,000 | +329.2% | 31,369 | +305.1% | 0.33% | +332.9% |
| Q4 2015 | $572,000 | +0.7% | 7,743 | -5.0% | 0.08% | -1.3% |
| Q3 2015 | $568,000 | -18.2% | 8,151 | -13.2% | 0.08% | -14.4% |
| Q2 2015 | $694,000 | -57.7% | 9,393 | -57.8% | 0.09% | -55.2% |
| Q2 2014 | $1,641,000 | +4.9% | 22,238 | +0.6% | 0.20% | +3.1% |
| Q1 2014 | $1,565,000 | +68.3% | 22,101 | +57.3% | 0.20% | +47.7% |
| Q3 2013 | $930,000 | +20.0% | 14,047 | +19.9% | 0.13% | +13.8% |
| Q2 2013 | $775,000 | – | 11,712 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 147,392 | $13,929,000 | 13.74% |
| Stratford Consulting, LLC | 389,378 | $36,796,000 | 12.99% |
| FundX Investment Group, LLC | 278,232 | $26,293,000 | 10.87% |
| Wolff Financial Management LLC | 144,770 | $13,681,000 | 10.53% |
| Shamrock Asset Management LLC | 114,465 | $10,817,000 | 7.65% |
| Forefront Analytics, LLC | 166,232 | $15,714,000 | 6.69% |
| Bouchey Financial Group Ltd | 283,575 | $26,798,000 | 6.54% |
| LBMC INVESTMENT ADVISORS, LLC | 408,268 | $38,581,000 | 5.84% |
| Gunma Bank,Ltd. | 61,000 | $5,765,000 | 5.70% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 213,249 | $20,152,000 | 5.68% |