ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 212 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.24 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $10,000 | -44.4% | 125 | -50.0% | 0.01% | +16.7% |
| Q4 2015 | $18,000 | +100.0% | 250 | +100.0% | 0.01% | -14.3% |
| Q3 2015 | $9,000 | 0.0% | 125 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $9,000 | 0.0% | 125 | 0.0% | 0.01% | +16.7% |
| Q1 2015 | $9,000 | -18.2% | 125 | -16.7% | 0.01% | -25.0% |
| Q4 2014 | $11,000 | -15.4% | 150 | -14.3% | 0.01% | -20.0% |
| Q3 2014 | $13,000 | 0.0% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $13,000 | -18.8% | 175 | -22.2% | 0.01% | -23.1% |
| Q1 2014 | $16,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $16,000 | – | 225 | – | 0.01% | – |
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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% |