CHARTIST INC /CA/ - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 212 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.24 and the average weighting 0.7%.

Quarter-by-quarter ownership
CHARTIST INC /CA/ ownership history of ISHARES TR
ValueSharesWeighting
Q4 2014$212,000
+1.0%
2,7770.0%0.10%
-3.9%
Q2 2014$210,000
-14.6%
2,777
-21.4%
0.10%
-19.5%
Q4 2013$246,000
+4.7%
3,5350.0%0.13%
-5.2%
Q3 2013$235,000
-0.4%
3,5350.0%0.14%
-0.7%
Q2 2013$236,0003,5350.14%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
Stratford Consulting, LLC 373,709$31,339,00012.52%
Noven Financial Group, Inc. 188,161$15,779,00010.33%
Wharton Business Group, LLC 888,050$74,472,0007.96%
LBMC INVESTMENT ADVISORS, LLC 434,081$36,402,0006.51%
Corbenic Partners LLC 60,887$5,106,0006.26%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 197,529$16,565,0005.83%
ARS Wealth Advisors, LLC 147,911$12,404,0005.30%
Simply Money Advisors 404,049$33,884,0004.74%
Keystone Financial Planning, Inc. 66,633$5,588,0003.47%
Financial Advisors Network, Inc. 45,859$3,815,0003.30%
View complete list of ISHARES TR shareholders