ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 185 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 3.33 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $479,000 | +18.9% | 6,370 | +19.2% | 0.10% | +19.3% |
| Q2 2014 | $403,000 | +17.2% | 5,345 | +10.9% | 0.09% | +17.3% |
| Q1 2014 | $344,000 | +2.1% | 4,820 | +0.5% | 0.08% | 0.0% |
| Q4 2013 | $337,000 | +6.0% | 4,795 | 0.0% | 0.08% | -1.3% |
| Q3 2013 | $318,000 | 0.0% | 4,795 | 0.0% | 0.08% | -13.6% |
| Q2 2013 | $318,000 | – | 4,795 | – | 0.09% | – |
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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% |