ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 310 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $232,000 | -10.1% | 2,583 | -14.3% | 0.01% | -15.4% |
| Q3 2017 | $258,000 | +20.6% | 3,013 | +16.8% | 0.01% | +18.2% |
| Q2 2017 | $214,000 | -6.1% | 2,580 | -5.5% | 0.01% | -8.3% |
| Q1 2017 | $228,000 | -12.0% | 2,730 | -13.3% | 0.01% | -14.3% |
| Q4 2016 | $259,000 | -3.0% | 3,150 | -4.3% | 0.01% | 0.0% |
| Q3 2016 | $267,000 | -1.1% | 3,290 | 0.0% | 0.01% | -6.7% |
| Q2 2016 | $270,000 | +14.4% | 3,290 | +8.6% | 0.02% | +15.4% |
| Q1 2016 | $236,000 | 0.0% | 3,030 | -5.8% | 0.01% | 0.0% |
| Q4 2015 | $236,000 | +3.1% | 3,216 | -2.5% | 0.01% | 0.0% |
| Q3 2015 | $229,000 | -5.4% | 3,300 | 0.0% | 0.01% | +8.3% |
| Q2 2015 | $242,000 | -5.5% | 3,300 | -3.6% | 0.01% | -7.7% |
| Q1 2015 | $256,000 | -5.5% | 3,425 | -3.4% | 0.01% | -7.1% |
| Q4 2014 | $271,000 | +1.9% | 3,545 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $266,000 | +2.7% | 3,545 | +2.9% | 0.01% | +7.7% |
| Q2 2014 | $259,000 | +21.6% | 3,445 | +15.0% | 0.01% | +18.2% |
| Q1 2014 | $213,000 | -10.5% | 2,995 | -11.8% | 0.01% | -8.3% |
| Q4 2013 | $238,000 | -7.0% | 3,395 | -12.3% | 0.01% | -20.0% |
| Q3 2013 | $256,000 | -3.8% | 3,870 | -3.7% | 0.02% | -6.2% |
| Q2 2013 | $266,000 | – | 4,020 | – | 0.02% | – |
Download | ||||||
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% |