ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 180 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 2.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $286,000 | -52.6% | 3,818 | -51.6% | 0.09% | -52.9% |
| Q4 2014 | $603,000 | +0.7% | 7,881 | -1.0% | 0.19% | +15.8% |
| Q3 2014 | $599,000 | +6.6% | 7,962 | +6.8% | 0.16% | +25.0% |
| Q2 2014 | $562,000 | -42.4% | 7,453 | -45.5% | 0.13% | +11.9% |
| Q1 2014 | $976,000 | +34.3% | 13,670 | +32.2% | 0.12% | -38.9% |
| Q4 2013 | $727,000 | -1.5% | 10,340 | -7.9% | 0.19% | -18.2% |
| Q3 2013 | $738,000 | – | 11,222 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Titus Wealth Management | 159,714 | $13,493,000,000 | 12.98% |
| Stratford Consulting, LLC | 377,305 | $31,875,000 | 12.14% |
| LBMC INVESTMENT ADVISORS, LLC | 409,632 | $34,606,000 | 5.99% |
| Gunma Bank,Ltd. | 61,000 | $5,153,000 | 5.69% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 212,277 | $17,933,000 | 5.50% |
| Smart Money Group LLC | 54,996 | $4,646,000 | 4.72% |
| Divergent Wealth Advisors | 145,255 | $12,271,000 | 4.59% |
| Sanchez Wealth Management Group | 54,578 | $4,524,000 | 4.57% |
| Wharton Business Group, LLC | 510,276 | $43,108,000 | 4.46% |
| Keystone Financial Planning, Inc. | 75,169 | $6,350,000 | 3.54% |