ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 327 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $77,000 | -61.5% | 900 | -62.5% | 0.00% | -57.1% |
| Q2 2017 | $200,000 | -0.5% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $201,000 | -18.3% | 2,400 | -20.0% | 0.01% | 0.0% |
| Q4 2016 | $246,000 | +0.8% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $244,000 | +39.4% | 3,000 | +40.8% | 0.01% | +40.0% |
| Q2 2016 | $175,000 | +49.6% | 2,130 | +42.0% | 0.01% | +25.0% |
| Q1 2016 | $117,000 | -20.4% | 1,500 | -25.0% | 0.00% | -20.0% |
| Q4 2015 | $147,000 | +5.8% | 2,000 | 0.0% | 0.01% | -16.7% |
| Q3 2015 | $139,000 | -5.4% | 2,000 | 0.0% | 0.01% | +20.0% |
| Q2 2015 | $147,000 | +297.3% | 2,000 | +300.0% | 0.01% | +400.0% |
| Q1 2015 | $37,000 | – | 500 | – | 0.00% | – |
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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% |