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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $255,000 | +13.3% | 3,066 | +14.1% | 0.06% | -3.3% |
| Q1 2017 | $225,000 | -23.5% | 2,687 | -24.9% | 0.06% | -16.7% |
| Q4 2016 | $294,000 | -28.8% | 3,576 | -29.6% | 0.07% | -30.1% |
| Q3 2016 | $413,000 | +3.0% | 5,079 | +4.0% | 0.10% | -3.7% |
| Q2 2016 | $401,000 | +39.7% | 4,885 | +32.6% | 0.11% | +28.9% |
| Q1 2016 | $287,000 | +355.6% | 3,684 | +329.9% | 0.08% | +336.8% |
| Q4 2015 | $63,000 | -20.3% | 857 | -24.0% | 0.02% | -24.0% |
| Q3 2015 | $79,000 | -4.8% | 1,128 | 0.0% | 0.02% | +8.7% |
| Q2 2015 | $83,000 | -10.8% | 1,128 | -8.8% | 0.02% | -11.5% |
| Q1 2015 | $93,000 | +447.1% | 1,237 | +470.0% | 0.03% | +766.7% |
| Q4 2014 | $17,000 | +88.9% | 217 | +76.4% | 0.00% | +50.0% |
| Q3 2014 | $9,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $9,000 | -77.5% | 123 | -78.3% | 0.00% | -75.0% |
| Q1 2014 | $40,000 | +185.7% | 566 | +183.0% | 0.01% | +300.0% |
| Q4 2013 | $14,000 | +40.0% | 200 | +33.3% | 0.00% | 0.0% |
| Q3 2013 | $10,000 | 0.0% | 150 | +1.4% | 0.00% | 0.0% |
| Q2 2013 | $10,000 | – | 148 | – | 0.00% | – |
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% |