ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 310 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $411,000 | -2.4% | 4,345 | -3.6% | 0.18% | -4.8% |
| Q1 2019 | $421,000 | -12.1% | 4,505 | -20.7% | 0.19% | -20.9% |
| Q4 2018 | $479,000 | -6.8% | 5,680 | 0.0% | 0.24% | +7.2% |
| Q3 2018 | $514,000 | -5.5% | 5,680 | -11.2% | 0.22% | -10.8% |
| Q2 2018 | $544,000 | -7.6% | 6,395 | -8.2% | 0.25% | +525.0% |
| Q1 2018 | $589,000 | -6.4% | 6,970 | 0.0% | 0.04% | -86.5% |
| Q4 2017 | $629,000 | -65.3% | 6,970 | -66.9% | 0.30% | -66.3% |
| Q3 2017 | $1,811,000 | +1.3% | 21,070 | -2.0% | 0.88% | -1.9% |
| Q2 2017 | $1,787,000 | -14.3% | 21,497 | -13.6% | 0.90% | -15.3% |
| Q1 2017 | $2,086,000 | +1.3% | 24,875 | -0.7% | 1.06% | 0.0% |
| Q4 2016 | $2,060,000 | +1.1% | 25,050 | -0.1% | 1.06% | -1.6% |
| Q3 2016 | $2,038,000 | +9.4% | 25,071 | +10.6% | 1.08% | +11.7% |
| Q2 2016 | $1,863,000 | +27.6% | 22,673 | +21.1% | 0.96% | +24.7% |
| Q1 2016 | $1,460,000 | – | 18,721 | – | 0.77% | – |
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% |