ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 283 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $25,000 | 0.0% | 268 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $25,000 | +31.6% | 268 | +34.0% | 0.02% | +26.7% |
| Q1 2019 | $19,000 | +11.8% | 200 | 0.0% | 0.02% | +15.4% |
| Q4 2018 | $17,000 | -5.6% | 200 | 0.0% | 0.01% | +8.3% |
| Q3 2018 | $18,000 | -28.0% | 200 | -33.1% | 0.01% | -33.3% |
| Q2 2018 | $25,000 | -7.4% | 299 | -7.4% | 0.02% | +80.0% |
| Q1 2018 | $27,000 | 0.0% | 323 | +8.0% | 0.01% | +25.0% |
| Q4 2017 | $27,000 | +3.8% | 299 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $26,000 | +4.0% | 299 | 0.0% | 0.01% | -11.1% |
| Q2 2017 | $25,000 | 0.0% | 299 | 0.0% | 0.01% | -10.0% |
| Q1 2017 | $25,000 | 0.0% | 299 | 0.0% | 0.01% | +11.1% |
| Q4 2016 | $25,000 | +4.2% | 299 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $24,000 | +100.0% | 299 | +100.7% | 0.01% | +50.0% |
| Q2 2016 | $12,000 | +20.0% | 149 | +11.2% | 0.01% | 0.0% |
| Q1 2015 | $10,000 | – | 134 | – | 0.01% | – |
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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% |