ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 240 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $215,000 | +4.9% | 2,386 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $205,000 | +1.0% | 2,386 | -2.1% | 0.01% | -11.1% |
| Q2 2017 | $203,000 | -84.6% | 2,437 | -84.5% | 0.01% | -85.5% |
| Q1 2017 | $1,322,000 | +105.0% | 15,765 | +101.2% | 0.06% | +72.2% |
| Q4 2016 | $645,000 | +219.3% | 7,837 | +215.0% | 0.04% | +157.1% |
| Q3 2016 | $202,000 | -1.0% | 2,488 | 0.0% | 0.01% | -6.7% |
| Q2 2016 | $204,000 | -29.7% | 2,488 | -33.1% | 0.02% | -21.1% |
| Q1 2016 | $290,000 | +6.2% | 3,721 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $273,000 | +5.4% | 3,721 | 0.0% | 0.02% | -5.0% |
| Q3 2015 | $259,000 | – | 3,721 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 143,588 | $13,535,000 | 10.11% |
| Titus Wealth Management | 179,596 | $16,931,000 | 8.89% |
| Lantz Financial LLC | 115,093 | $10,849,000 | 5.56% |
| BT Wealth Management LLC | 168,815 | $15,913,000 | 4.94% |
| Forefront Analytics, LLC | 140,263 | $13,223,000 | 4.82% |
| KFA Private Wealth Group, LLC | 82,186 | $7,747,000 | 4.24% |
| LBMC INVESTMENT ADVISORS, LLC | 25,682 | $44,502,000 | 4.16% |
| Astor Investment Management LLC | 193,841 | $18,271,000 | 4.06% |
| WC Walker & Associates, Inc. | 79,157 | $7,461,000 | 4.00% |
| Bernardo Wealth Planning LLC | 63,517 | $5,987,000 | 3.48% |