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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2014 | $3,102,000 | +7.9% | 40,533 | +6.1% | 1.63% | +1.0% |
Q3 2014 | $2,875,000 | +2.9% | 38,214 | +3.1% | 1.62% | +4.3% |
Q2 2014 | $2,794,000 | -0.4% | 37,065 | -5.6% | 1.55% | -5.1% |
Q1 2014 | $2,804,000 | +14.4% | 39,254 | +6.2% | 1.63% | +15.4% |
Q4 2013 | $2,452,000 | +13.5% | 36,950 | +13.4% | 1.42% | +28.3% |
Q3 2013 | $2,160,000 | -6.7% | 32,593 | -6.6% | 1.10% | -10.8% |
Q2 2013 | $2,314,000 | – | 34,879 | – | 1.24% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VAUGHAN & Co SECURITIES, INC. | 121,777 | $10,676,000 | 9.46% |
Titus Wealth Management | 171,398 | $15,026,000 | 9.23% |
Wolff Financial Management LLC | 150,512 | $13,195,000 | 6.92% |
Lantz Financial LLC | 115,180 | $10,098,000 | 6.30% |
Forefront Analytics, LLC | 137,725 | $12,072,000 | 5.24% |
LBMC INVESTMENT ADVISORS, LLC | 423,474 | $37,126,000 | 4.38% |
WC Walker & Associates, Inc. | 76,476 | $6,916,000 | 3.98% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 198,276 | $17,383,000 | 3.94% |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 125,481 | $11,000,000 | 3.76% |
Keystone Financial Planning, Inc. | 98,089 | $8,599,000 | 3.57% |