ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 152 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 2.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $29,228,000 | +3.4% | 355,356 | +2.2% | 0.01% | -16.7% |
| Q3 2016 | $28,257,000 | +5.7% | 347,653 | +6.9% | 0.01% | 0.0% |
| Q2 2016 | $26,725,000 | +12.8% | 325,316 | +7.1% | 0.01% | +20.0% |
| Q1 2016 | $23,690,000 | -24.0% | 303,675 | -28.5% | 0.01% | -28.6% |
| Q4 2015 | $31,157,000 | -10.4% | 424,426 | -15.0% | 0.01% | -22.2% |
| Q3 2015 | $34,760,000 | +33.6% | 499,562 | +41.3% | 0.01% | +50.0% |
| Q2 2015 | $26,014,000 | +89.2% | 353,596 | +92.9% | 0.01% | +100.0% |
| Q1 2015 | $13,749,000 | -40.9% | 183,346 | -39.7% | 0.00% | -50.0% |
| Q4 2014 | $23,253,000 | +3.2% | 303,807 | +1.4% | 0.01% | 0.0% |
| Q3 2014 | $22,539,000 | +0.2% | 299,564 | +0.4% | 0.01% | 0.0% |
| Q2 2014 | $22,497,000 | +27.1% | 298,406 | +20.4% | 0.01% | +20.0% |
| Q1 2014 | $17,703,000 | +237.6% | 247,796 | +231.9% | 0.01% | +150.0% |
| Q4 2013 | $5,244,000 | +675.7% | 74,651 | +631.7% | 0.00% | – |
| Q3 2013 | $676,000 | -88.0% | 10,202 | -87.9% | 0.00% | -100.0% |
| Q2 2013 | $5,612,000 | – | 84,600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stratford Consulting, LLC | 373,709 | $31,339,000 | 12.52% |
| Noven Financial Group, Inc. | 188,161 | $15,779,000 | 10.33% |
| Wharton Business Group, LLC | 888,050 | $74,472,000 | 7.96% |
| LBMC INVESTMENT ADVISORS, LLC | 434,081 | $36,402,000 | 6.51% |
| Corbenic Partners LLC | 60,887 | $5,106,000 | 6.26% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 197,529 | $16,565,000 | 5.83% |
| ARS Wealth Advisors, LLC | 147,911 | $12,404,000 | 5.30% |
| Simply Money Advisors | 404,049 | $33,884,000 | 4.74% |
| Keystone Financial Planning, Inc. | 66,633 | $5,588,000 | 3.47% |
| Financial Advisors Network, Inc. | 45,859 | $3,815,000 | 3.30% |