ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 257 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $335,000 | +10.6% | 3,586 | 0.0% | 0.03% | -5.9% |
| Q4 2018 | $303,000 | -19.8% | 3,586 | -14.2% | 0.03% | -10.5% |
| Q3 2018 | $378,000 | +6.5% | 4,178 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $355,000 | -39.1% | 4,178 | -38.4% | 0.04% | -47.2% |
| Q1 2018 | $583,000 | +21.2% | 6,781 | +27.2% | 0.07% | +28.6% |
| Q4 2017 | $481,000 | -17.5% | 5,331 | -21.4% | 0.06% | -22.2% |
| Q3 2017 | $583,000 | +1.2% | 6,781 | -2.1% | 0.07% | -4.0% |
| Q2 2017 | $576,000 | +6.5% | 6,927 | +7.5% | 0.08% | +2.7% |
| Q1 2017 | $541,000 | -18.9% | 6,446 | -20.5% | 0.07% | -26.3% |
| Q4 2016 | $667,000 | -10.3% | 8,105 | -11.4% | 0.10% | -14.7% |
| Q3 2016 | $744,000 | -1.1% | 9,149 | 0.0% | 0.12% | -4.9% |
| Q2 2016 | $752,000 | -7.8% | 9,149 | -12.5% | 0.12% | -9.6% |
| Q1 2016 | $816,000 | -31.4% | 10,458 | -35.5% | 0.14% | -34.5% |
| Q4 2015 | $1,190,000 | -4.0% | 16,206 | -9.1% | 0.21% | -10.8% |
| Q3 2015 | $1,240,000 | +3.3% | 17,825 | +9.3% | 0.23% | +4.5% |
| Q2 2015 | $1,200,000 | +5.3% | 16,312 | +7.3% | 0.22% | +6.2% |
| Q1 2015 | $1,140,000 | +1.8% | 15,208 | +3.9% | 0.21% | -48.9% |
| Q4 2014 | $1,120,000 | +52.6% | 14,639 | +50.1% | 0.41% | +30.0% |
| Q3 2014 | $734,000 | +12.6% | 9,756 | +12.9% | 0.31% | +12.2% |
| Q2 2014 | $652,000 | +37.8% | 8,643 | +30.5% | 0.28% | +25.1% |
| Q1 2014 | $473,000 | – | 6,625 | – | 0.22% | – |
Download | ||||||
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% |