ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 213 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $2,810,000 | +291.4% | 34,201 | +271.5% | 0.46% | +517.3% |
| Q1 2016 | $718,000 | +25.5% | 9,206 | +18.5% | 0.08% | +23.0% |
| Q2 2015 | $572,000 | +4.2% | 7,771 | +6.2% | 0.06% | +3.4% |
| Q1 2015 | $549,000 | +22.5% | 7,316 | +25.1% | 0.06% | +15.7% |
| Q4 2014 | $448,000 | +99.1% | 5,849 | +95.9% | 0.05% | +88.9% |
| Q3 2014 | $225,000 | -55.7% | 2,986 | -55.7% | 0.03% | -57.8% |
| Q2 2014 | $508,000 | +9.7% | 6,740 | +4.1% | 0.06% | -1.5% |
| Q1 2014 | $463,000 | -47.0% | 6,476 | -48.0% | 0.06% | -3.0% |
| Q4 2013 | $874,000 | +174.8% | 12,442 | +159.0% | 0.07% | +21.8% |
| Q3 2013 | $318,000 | – | 4,804 | – | 0.06% | – |
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% |