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 | ||||
---|---|---|---|---|---|---|
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% | – |
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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% |