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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $310,000 | -27.7% | 4,329 | -1.0% | 0.06% | -6.2% |
| Q4 2019 | $429,000 | +4.1% | 4,373 | 0.0% | 0.06% | -7.1% |
| Q3 2019 | $412,000 | +0.7% | 4,373 | +1.0% | 0.07% | -2.8% |
| Q2 2019 | $409,000 | +1.2% | 4,329 | 0.0% | 0.07% | -2.7% |
| Q1 2019 | $404,000 | +10.7% | 4,329 | 0.0% | 0.07% | -6.3% |
| Q4 2018 | $365,000 | -6.9% | 4,329 | 0.0% | 0.08% | +3.9% |
| Q3 2018 | $392,000 | -47.1% | 4,329 | -50.3% | 0.08% | -49.7% |
| Q2 2018 | $741,000 | +0.7% | 8,714 | 0.0% | 0.15% | -1.3% |
| Q1 2018 | $736,000 | -6.2% | 8,714 | 0.0% | 0.15% | -9.5% |
| Q4 2017 | $785,000 | +4.8% | 8,714 | 0.0% | 0.17% | +0.6% |
| Q3 2017 | $749,000 | +3.5% | 8,714 | 0.0% | 0.17% | -4.5% |
| Q2 2017 | $724,000 | – | 8,714 | – | 0.18% | – |
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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% |