ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 320 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $114,000 | -52.9% | 1,375 | -52.3% | 0.05% | -44.0% |
| Q1 2017 | $242,000 | -70.2% | 2,885 | -70.7% | 0.08% | -68.5% |
| Q4 2016 | $811,000 | -79.7% | 9,855 | -80.0% | 0.27% | -78.7% |
| Q3 2016 | $4,003,000 | -0.2% | 49,247 | +0.8% | 1.26% | -0.7% |
| Q2 2016 | $4,013,000 | -19.7% | 48,845 | -23.8% | 1.26% | -9.6% |
| Q1 2016 | $5,000,000 | +14.2% | 64,090 | +7.5% | 1.40% | +7.5% |
| Q4 2015 | $4,379,000 | +225.1% | 59,645 | +238.9% | 1.30% | +379.7% |
| Q4 2014 | $1,347,000 | – | 17,600 | – | 0.27% | – |
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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% |