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 2018 | $342,000 | -6.8% | 4,057 | 0.0% | 0.20% | +13.1% |
| Q3 2018 | $367,000 | +6.4% | 4,057 | 0.0% | 0.18% | -1.1% |
| Q2 2018 | $345,000 | -9.9% | 4,057 | -10.5% | 0.18% | -11.9% |
| Q1 2018 | $383,000 | -5.0% | 4,535 | +1.4% | 0.20% | +2.0% |
| Q4 2017 | $403,000 | -0.2% | 4,471 | -4.8% | 0.20% | -3.4% |
| Q3 2017 | $404,000 | -10.0% | 4,696 | -13.0% | 0.20% | -11.6% |
| Q2 2017 | $449,000 | -2.8% | 5,397 | -2.1% | 0.23% | -6.8% |
| Q1 2017 | $462,000 | +4.1% | 5,514 | +2.2% | 0.25% | -2.4% |
| Q4 2016 | $444,000 | +1.4% | 5,393 | 0.0% | 0.26% | -3.4% |
| Q3 2016 | $438,000 | -1.1% | 5,393 | 0.0% | 0.26% | -3.3% |
| Q2 2016 | $443,000 | +228.1% | 5,393 | +211.9% | 0.27% | +217.4% |
| Q1 2016 | $135,000 | +10.7% | 1,729 | +4.2% | 0.09% | +17.8% |
| Q4 2015 | $122,000 | +69.4% | 1,660 | +60.2% | 0.07% | +62.2% |
| Q3 2015 | $72,000 | -5.3% | 1,036 | 0.0% | 0.04% | -2.2% |
| Q2 2015 | $76,000 | -2.6% | 1,036 | 0.0% | 0.05% | -4.2% |
| Q1 2015 | $78,000 | – | 1,036 | – | 0.05% | – |
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% |