ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 311 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $256,000 | -22.9% | 3,153 | -22.0% | 0.09% | -36.2% |
| Q2 2016 | $332,000 | +10.7% | 4,044 | +5.0% | 0.14% | +33.0% |
| Q1 2016 | $300,000 | -9.1% | 3,852 | -14.3% | 0.11% | +2.9% |
| Q4 2015 | $330,000 | -44.4% | 4,495 | -47.3% | 0.10% | +17.0% |
| Q3 2015 | $594,000 | -24.8% | 8,530 | -19.0% | 0.09% | -29.6% |
| Q1 2015 | $790,000 | -31.5% | 10,537 | -34.8% | 0.12% | -55.4% |
| Q1 2014 | $1,154,000 | -20.2% | 16,156 | -21.5% | 0.28% | -8.8% |
| Q4 2013 | $1,446,000 | +0.2% | 20,586 | -5.4% | 0.31% | -7.8% |
| Q3 2013 | $1,443,000 | -3.9% | 21,769 | -3.8% | 0.33% | -6.2% |
| Q2 2013 | $1,501,000 | – | 22,621 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 173,488 | $16,336,000 | 14.96% |
| Stratford Consulting, LLC | 383,160 | $36,078,000 | 12.35% |
| Wolff Financial Management LLC | 149,025 | $14,032,000 | 10.24% |
| Shamrock Asset Management LLC | 107,050 | $10,080,000 | 7.85% |
| Forefront Analytics, LLC | 179,504 | $16,899,000 | 6.96% |
| Bouchey Financial Group Ltd | 283,019 | $26,649,000 | 6.37% |
| LBMC INVESTMENT ADVISORS, LLC | 410,238 | $38,628,000 | 5.86% |
| WealthOne, LLC | 85,024 | $8,006,000 | 5.73% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 215,196 | $20,263,000 | 5.53% |
| Gunma Bank,Ltd. | 61,000 | $5,744,000 | 5.46% |