ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 365 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $4,514,000 | +206.4% | 53,122 | +204.6% | 0.20% | +153.2% |
| Q1 2018 | $1,473,000 | +68.3% | 17,439 | +55.5% | 0.08% | -35.2% |
| Q1 2016 | $875,000 | -63.6% | 11,217 | -65.8% | 0.12% | -64.4% |
| Q4 2015 | $2,407,000 | +183.5% | 32,782 | +168.8% | 0.34% | +211.8% |
| Q3 2015 | $849,000 | -39.3% | 12,196 | -35.9% | 0.11% | -12.0% |
| Q2 2015 | $1,399,000 | +151.2% | 19,022 | +157.1% | 0.12% | +111.9% |
| Q3 2014 | $557,000 | – | 7,398 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 159,714 | $13,493,000,000 | 12.98% |
| Stratford Consulting, LLC | 377,305 | $31,875,000 | 12.14% |
| LBMC INVESTMENT ADVISORS, LLC | 409,632 | $34,606,000 | 5.99% |
| Gunma Bank,Ltd. | 61,000 | $5,153,000 | 5.69% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,277 | $17,933,000 | 5.50% |
| Smart Money Group LLC | 54,996 | $4,646,000 | 4.72% |
| Divergent Wealth Advisors | 145,255 | $12,271,000 | 4.59% |
| Sanchez Wealth Management Group | 54,578 | $4,524,000 | 4.57% |
| Wharton Business Group, LLC | 510,276 | $43,108,000 | 4.46% |
| Keystone Financial Planning, Inc. | 75,169 | $6,350,000 | 3.54% |