ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 182 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $243,000 | -27.0% | 3,400 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $333,000 | +4.1% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $320,000 | -0.3% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $321,000 | +1.3% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $317,000 | +10.5% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $287,000 | +25.3% | 3,400 | +34.7% | 0.01% | +50.0% |
| Q3 2018 | $229,000 | +0.4% | 2,525 | -16.9% | 0.00% | -33.3% |
| Q1 2015 | $228,000 | -95.6% | 3,040 | -95.5% | 0.01% | -95.6% |
| Q4 2014 | $5,187,000 | +1.7% | 67,770 | 0.0% | 0.14% | +3.8% |
| Q3 2014 | $5,099,000 | -0.2% | 67,770 | 0.0% | 0.13% | +2.3% |
| Q2 2014 | $5,111,000 | +5.6% | 67,770 | 0.0% | 0.13% | -3.0% |
| Q1 2014 | $4,841,000 | +1.7% | 67,770 | 0.0% | 0.13% | -5.7% |
| Q4 2013 | $4,761,000 | – | 67,770 | – | 0.14% | – |
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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% |