ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 378 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $329,000 | +10.4% | 3,531 | 0.0% | 0.10% | -3.7% |
| Q4 2018 | $298,000 | -6.9% | 3,531 | 0.0% | 0.11% | -8.4% |
| Q3 2018 | $320,000 | +6.7% | 3,531 | 0.0% | 0.12% | +0.8% |
| Q2 2018 | $300,000 | +0.7% | 3,531 | 0.0% | 0.12% | -4.8% |
| Q1 2018 | $298,000 | -6.3% | 3,531 | 0.0% | 0.12% | -10.8% |
| Q4 2017 | $318,000 | -27.6% | 3,531 | -30.8% | 0.14% | -32.2% |
| Q3 2017 | $439,000 | +3.5% | 5,106 | 0.0% | 0.20% | -1.9% |
| Q2 2017 | $424,000 | – | 5,106 | – | 0.21% | – |
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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% |