ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 320 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $272,000 | +5.0% | 3,168 | +1.9% | 0.13% | +3.2% |
| Q2 2017 | $259,000 | -0.8% | 3,110 | 0.0% | 0.12% | -3.1% |
| Q1 2017 | $261,000 | +4.0% | 3,110 | +2.0% | 0.13% | -0.8% |
| Q4 2016 | $251,000 | -0.4% | 3,050 | -1.6% | 0.13% | -4.4% |
| Q3 2016 | $252,000 | -29.4% | 3,100 | -28.7% | 0.14% | -30.1% |
| Q2 2016 | $357,000 | – | 4,346 | – | 0.19% | – |
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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% |