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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $441,000 | +6.5% | 4,898 | +1.7% | 0.05% | 0.0% |
| Q3 2017 | $414,000 | -12.1% | 4,814 | -15.0% | 0.05% | -25.0% |
| Q2 2017 | $471,000 | +10.6% | 5,663 | +11.4% | 0.06% | +25.5% |
| Q1 2017 | $426,000 | -50.3% | 5,085 | -51.2% | 0.05% | -52.8% |
| Q4 2016 | $858,000 | -1.2% | 10,426 | -2.4% | 0.11% | -4.4% |
| Q3 2016 | $868,000 | +6.8% | 10,678 | +7.9% | 0.11% | +2.7% |
| Q2 2016 | $813,000 | +2.3% | 9,892 | -2.9% | 0.11% | -0.9% |
| Q1 2016 | $795,000 | -13.9% | 10,185 | -19.0% | 0.11% | -14.6% |
| Q4 2015 | $923,000 | -4.0% | 12,577 | -9.0% | 0.13% | -7.8% |
| Q3 2015 | $961,000 | -10.7% | 13,817 | -5.6% | 0.14% | -2.8% |
| Q2 2015 | $1,076,000 | +6.4% | 14,631 | +8.6% | 0.14% | +6.6% |
| Q1 2015 | $1,011,000 | +5.2% | 13,476 | +8.7% | 0.14% | +3.0% |
| Q4 2014 | $961,000 | – | 12,392 | – | 0.13% | – |
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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% |