ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 283 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $15,987,000 | +1.4% | 194,371 | +0.2% | 0.52% | -3.7% |
| Q3 2016 | $15,764,000 | +3.5% | 193,957 | +4.6% | 0.54% | -1.3% |
| Q2 2016 | $15,231,000 | +40.2% | 185,400 | +33.1% | 0.55% | +20.0% |
| Q1 2016 | $10,864,000 | +8.5% | 139,269 | +2.1% | 0.46% | +0.4% |
| Q4 2015 | $10,011,000 | +296.0% | 136,367 | +275.3% | 0.45% | +129.3% |
| Q3 2015 | $2,528,000 | -12.5% | 36,334 | -7.5% | 0.20% | -3.4% |
| Q2 2015 | $2,889,000 | -16.9% | 39,271 | -15.3% | 0.20% | -15.6% |
| Q1 2015 | $3,476,000 | +16.6% | 46,359 | +19.0% | 0.24% | -24.8% |
| Q4 2014 | $2,981,000 | +6.5% | 38,945 | +4.7% | 0.32% | -4.2% |
| Q3 2014 | $2,798,000 | +2.5% | 37,192 | +2.7% | 0.34% | -7.7% |
| Q2 2014 | $2,731,000 | -46.4% | 36,225 | -49.2% | 0.36% | -1.1% |
| Q1 2014 | $5,092,000 | +98.1% | 71,284 | +94.8% | 0.37% | -5.9% |
| Q4 2013 | $2,571,000 | -6.6% | 36,601 | -11.9% | 0.39% | -18.5% |
| Q3 2013 | $2,753,000 | -6.8% | 41,530 | -6.7% | 0.48% | -18.9% |
| Q2 2013 | $2,953,000 | – | 44,510 | – | 0.59% | – |
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% |