ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 305 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 121,777 | $10,676,000 | 9.46% |
| Titus Wealth Management | 171,398 | $15,026,000 | 9.23% |
| Wolff Financial Management LLC | 150,512 | $13,195,000 | 6.92% |
| Lantz Financial LLC | 115,180 | $10,098,000 | 6.30% |
| Forefront Analytics, LLC | 137,725 | $12,072,000 | 5.24% |
| LBMC INVESTMENT ADVISORS, LLC | 423,474 | $37,126,000 | 4.38% |
| WC Walker & Associates, Inc. | 76,476 | $6,916,000 | 3.98% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 198,276 | $17,383,000 | 3.94% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 125,481 | $11,000,000 | 3.76% |
| Keystone Financial Planning, Inc. | 98,089 | $8,599,000 | 3.57% |