ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 484 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $1,016,000 | -94.2% | 27,558 | -85.8% | 0.19% | -93.8% |
Q3 2018 | $17,583,000 | +6.5% | 194,200 | 0.0% | 3.06% | +2.2% |
Q2 2018 | $16,505,000 | +0.6% | 194,200 | 0.0% | 2.99% | -0.7% |
Q1 2018 | $16,406,000 | -6.3% | 194,200 | 0.0% | 3.01% | -3.4% |
Q4 2017 | $17,505,000 | +4.9% | 194,200 | 0.0% | 3.12% | +3.0% |
Q3 2017 | $16,691,000 | +3.4% | 194,200 | 0.0% | 3.03% | +10.5% |
Q2 2017 | $16,144,000 | -0.9% | 194,200 | 0.0% | 2.74% | -1.5% |
Q1 2017 | $16,286,000 | +2.0% | 194,200 | 0.0% | 2.78% | -1.0% |
Q4 2016 | $15,973,000 | -31.0% | 194,200 | -31.8% | 2.81% | -28.6% |
Q3 2016 | $23,161,000 | +23.0% | 284,950 | +24.3% | 3.94% | +18.7% |
Q2 2016 | $18,837,000 | – | 229,300 | – | 3.32% | – |
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% |