ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 219 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 143,588 | $13,535,000 | 10.11% |
| Titus Wealth Management | 179,596 | $16,931,000 | 8.89% |
| Lantz Financial LLC | 115,093 | $10,849,000 | 5.56% |
| BT Wealth Management LLC | 168,815 | $15,913,000 | 4.94% |
| Forefront Analytics, LLC | 140,263 | $13,223,000 | 4.82% |
| KFA Private Wealth Group, LLC | 82,186 | $7,747,000 | 4.24% |
| LBMC INVESTMENT ADVISORS, LLC | 25,682 | $44,502,000 | 4.16% |
| Astor Investment Management LLC | 193,841 | $18,271,000 | 4.06% |
| WC Walker & Associates, Inc. | 79,157 | $7,461,000 | 4.00% |
| Bernardo Wealth Planning LLC | 63,517 | $5,987,000 | 3.48% |