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 2015 | $248,000 | -0.4% | 3,371 | -5.9% | 0.04% | -4.4% |
| Q3 2015 | $249,000 | -3.9% | 3,583 | +1.9% | 0.04% | +4.7% |
| Q2 2015 | $259,000 | -5.8% | 3,517 | -4.1% | 0.04% | -10.4% |
| Q1 2015 | $275,000 | -21.2% | 3,668 | -19.6% | 0.05% | -21.3% |
| Q4 2014 | $349,000 | -1.1% | 4,560 | -2.9% | 0.06% | -14.1% |
| Q3 2014 | $353,000 | -14.9% | 4,696 | -14.8% | 0.07% | -9.0% |
| Q2 2014 | $415,000 | -3.0% | 5,514 | -8.0% | 0.08% | -12.4% |
| Q1 2014 | $428,000 | +6.7% | 5,996 | +4.8% | 0.09% | 0.0% |
| Q4 2013 | $401,000 | +0.2% | 5,722 | -5.2% | 0.09% | -9.2% |
| Q3 2013 | $400,000 | -85.9% | 6,037 | -85.8% | 0.10% | -41.0% |
| Q2 2013 | $2,828,000 | – | 42,578 | – | 0.17% | – |
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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% |