ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 306 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,569,000 | +1.3% | 16,600 | 0.0% | 0.18% | +1.7% |
| Q1 2019 | $1,549,000 | +10.6% | 16,600 | 0.0% | 0.18% | +1.2% |
| Q4 2018 | $1,401,000 | -6.8% | 16,600 | 0.0% | 0.17% | +10.9% |
| Q3 2018 | $1,503,000 | +6.5% | 16,600 | 0.0% | 0.16% | +2.6% |
| Q2 2018 | $1,411,000 | +0.6% | 16,600 | 0.0% | 0.15% | -0.7% |
| Q1 2018 | $1,402,000 | -6.3% | 16,600 | 0.0% | 0.15% | -5.0% |
| Q4 2017 | $1,496,000 | +4.8% | 16,600 | 0.0% | 0.16% | +1.9% |
| Q3 2017 | $1,427,000 | +3.4% | 16,600 | 0.0% | 0.16% | +4.6% |
| Q2 2017 | $1,380,000 | -0.9% | 16,600 | 0.0% | 0.15% | -2.6% |
| Q1 2017 | $1,392,000 | +2.0% | 16,600 | 0.0% | 0.16% | -0.6% |
| Q4 2016 | $1,365,000 | – | 16,600 | – | 0.16% | – |
Download | ||||||
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% |