ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 378 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $241,000 | -40.8% | 3,363 | -19.0% | 0.19% | -30.1% |
| Q4 2019 | $407,000 | +4.1% | 4,150 | +0.0% | 0.27% | -4.0% |
| Q3 2019 | $391,000 | -0.3% | 4,148 | +0.0% | 0.28% | -3.5% |
| Q2 2019 | $392,000 | -0.8% | 4,146 | -2.0% | 0.29% | +0.7% |
| Q1 2019 | $395,000 | +10.6% | 4,229 | 0.0% | 0.28% | -8.7% |
| Q4 2018 | $357,000 | -6.8% | 4,229 | +0.1% | 0.31% | +1.6% |
| Q3 2018 | $383,000 | +6.7% | 4,226 | +0.0% | 0.31% | -3.8% |
| Q2 2018 | $359,000 | +15.1% | 4,224 | +14.3% | 0.32% | +10.4% |
| Q1 2018 | $312,000 | -13.8% | 3,694 | -8.1% | 0.29% | -13.5% |
| Q4 2017 | $362,000 | – | 4,021 | – | 0.33% | – |
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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% |