ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 458 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $644,000 | -39.0% | 8,000 | -38.5% | 0.04% | -44.7% |
Q2 2020 | $1,055,000 | +13.4% | 13,000 | 0.0% | 0.08% | -6.2% |
Q1 2020 | $930,000 | -27.1% | 13,000 | 0.0% | 0.08% | -11.0% |
Q4 2019 | $1,275,000 | +4.2% | 13,000 | 0.0% | 0.09% | -2.2% |
Q3 2019 | $1,224,000 | -0.4% | 13,000 | 0.0% | 0.09% | -2.1% |
Q2 2019 | $1,229,000 | -18.6% | 13,000 | -19.7% | 0.10% | -22.8% |
Q1 2019 | $1,509,000 | +10.5% | 16,180 | 0.0% | 0.12% | -3.9% |
Q4 2018 | $1,365,000 | – | 16,180 | – | 0.13% | – |
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% |