ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 375 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $212,000 | -7.8% | 2,516 | -1.0% | 0.16% | +3.8% |
| Q3 2018 | $230,000 | +4.1% | 2,541 | -2.3% | 0.16% | -1.9% |
| Q2 2018 | $221,000 | -6.0% | 2,601 | -6.3% | 0.16% | -9.6% |
| Q1 2018 | $235,000 | -48.9% | 2,776 | -45.6% | 0.18% | -49.7% |
| Q4 2017 | $460,000 | -46.4% | 5,105 | -48.9% | 0.35% | -52.3% |
| Q3 2017 | $859,000 | -1.8% | 9,989 | -5.1% | 0.74% | -1.6% |
| Q2 2017 | $875,000 | -5.8% | 10,529 | -4.9% | 0.75% | -11.9% |
| Q1 2017 | $929,000 | -7.4% | 11,075 | -9.2% | 0.85% | -13.5% |
| Q4 2016 | $1,003,000 | -12.3% | 12,200 | -13.3% | 0.98% | -12.3% |
| Q3 2016 | $1,144,000 | -19.2% | 14,075 | -18.3% | 1.12% | -22.0% |
| Q2 2016 | $1,415,000 | +0.1% | 17,224 | -4.9% | 1.44% | +1.6% |
| Q1 2016 | $1,413,000 | -0.1% | 18,109 | -6.0% | 1.42% | -4.3% |
| Q4 2015 | $1,415,000 | -9.6% | 19,274 | -14.3% | 1.48% | -8.9% |
| Q3 2015 | $1,566,000 | -8.8% | 22,500 | -3.6% | 1.62% | +26.9% |
| Q2 2015 | $1,717,000 | -11.9% | 23,343 | -10.2% | 1.28% | -8.4% |
| Q1 2015 | $1,950,000 | -12.2% | 26,007 | -11.1% | 1.40% | -6.0% |
| Q4 2014 | $2,220,000 | -13.3% | 29,262 | -14.1% | 1.49% | -13.1% |
| Q3 2014 | $2,562,000 | -19.4% | 34,046 | -19.2% | 1.71% | -19.2% |
| Q2 2014 | $3,177,000 | +10.1% | 42,142 | +4.4% | 2.12% | +7.9% |
| Q1 2014 | $2,885,000 | -6.4% | 40,384 | -7.9% | 1.96% | -6.5% |
| Q4 2013 | $3,081,000 | – | 43,858 | – | 2.10% | – |
Download | ||||||
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% |