ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 365 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $404,000 | -35.7% | 4,119 | -38.2% | 0.07% | -44.0% |
| Q3 2019 | $628,000 | 0.0% | 6,666 | +0.4% | 0.12% | -6.7% |
| Q2 2019 | $628,000 | -12.7% | 6,642 | -13.9% | 0.13% | -16.8% |
| Q1 2019 | $719,000 | -38.5% | 7,711 | -44.3% | 0.16% | -34.8% |
| Q4 2018 | $1,169,000 | -14.4% | 13,852 | -7.3% | 0.25% | -38.1% |
| Q3 2018 | $1,365,000 | +7.1% | 14,941 | +0.5% | 0.40% | -1.5% |
| Q2 2018 | $1,275,000 | -99.9% | 14,866 | +0.0% | 0.40% | -23.6% |
| Q1 2018 | $1,255,854,000 | +83234.7% | 14,865 | -11.1% | 0.53% | +21.0% |
| Q4 2017 | $1,507,000 | +5.4% | 16,721 | +0.5% | 0.44% | +20.7% |
| Q3 2017 | $1,430,000 | -10.7% | 16,637 | -13.6% | 0.36% | -24.8% |
| Q2 2017 | $1,601,000 | -0.8% | 19,264 | +0.1% | 0.48% | +3.6% |
| Q1 2017 | $1,614,000 | -13.6% | 19,249 | -15.2% | 0.47% | -16.8% |
| Q4 2016 | $1,867,000 | – | 22,696 | – | 0.56% | – |
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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% |