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 2018 | $274,000 | -4.5% | 3,227 | -4.9% | 0.19% | -3.1% |
| Q1 2018 | $287,000 | -6.2% | 3,394 | 0.0% | 0.19% | -10.3% |
| Q4 2017 | $306,000 | +14.6% | 3,394 | +9.0% | 0.21% | +7.0% |
| Q3 2017 | $267,000 | +2.3% | 3,114 | 0.0% | 0.20% | -2.9% |
| Q2 2017 | $261,000 | 0.0% | 3,114 | 0.0% | 0.21% | -5.9% |
| Q1 2017 | $261,000 | +2.0% | 3,114 | 0.0% | 0.22% | -5.6% |
| Q4 2016 | $256,000 | +3.6% | 3,114 | +2.5% | 0.23% | +1.8% |
| Q3 2016 | $247,000 | -23.8% | 3,039 | -23.1% | 0.23% | -26.9% |
| Q2 2016 | $324,000 | – | 3,952 | – | 0.31% | – |
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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% |