BROWN ADVISORY INC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 450 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
BROWN ADVISORY INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$916,908
+1.6%
9,272
+3.6%
0.00%
+100.0%
Q2 2023$902,474
-10.7%
8,954
-10.0%
0.00%
-50.0%
Q1 2023$1,011,110
+1.2%
9,946
+3.7%
0.00%0.0%
Q4 2022$999,453
+41.4%
9,588
+23.7%
0.00%
+100.0%
Q3 2022$707,000
+5.8%
7,749
+16.4%
0.00%0.0%
Q2 2022$668,000
+2.5%
6,655
+9.1%
0.00%0.0%
Q1 2022$652,000
+0.5%
6,100
-5.1%
0.00%0.0%
Q4 2021$649,000
+42.0%
6,429
+32.6%
0.00%0.0%
Q3 2021$457,000
+26.2%
4,850
+29.3%
0.00%0.0%
Q2 2021$362,000
-2.2%
3,750
-3.8%
0.00%0.0%
Q1 2021$370,000
-39.8%
3,900
-44.4%
0.00%0.0%
Q4 2020$615,000
+8.1%
7,014
-0.7%
0.00%0.0%
Q3 2020$569,000
-2.7%
7,064
-2.1%
0.00%0.0%
Q2 2020$585,000
+88.1%
7,214
+118.7%
0.00%0.0%
Q2 2019$311,000
+1.0%
3,2990.0%0.00%0.0%
Q1 2019$308,000
-40.5%
3,299
-46.2%
0.00%
-50.0%
Q4 2018$518,000
+156.4%
6,133
+174.4%
0.00%
+100.0%
Q4 2017$202,000
-1.5%
2,235
-8.2%
0.00%0.0%
Q1 2017$205,000
-33.9%
2,435
-36.2%
0.00%0.0%
Q3 2016$310,000
-1.0%
3,8150.0%0.00%0.0%
Q2 2016$313,000
+37.3%
3,815
+28.2%
0.00%0.0%
Q4 2014$228,000
+1166.7%
2,976
+1090.4%
0.00%
Q1 2014$18,0002500.00%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Stratford Consulting, LLC 373,709$31,339,00012.52%
Noven Financial Group, Inc. 188,161$15,779,00010.33%
Wharton Business Group, LLC 888,050$74,472,0007.96%
LBMC INVESTMENT ADVISORS, LLC 434,081$36,402,0006.51%
Corbenic Partners LLC 60,887$5,106,0006.26%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 197,529$16,565,0005.83%
ARS Wealth Advisors, LLC 147,911$12,404,0005.30%
Simply Money Advisors 404,049$33,884,0004.74%
Keystone Financial Planning, Inc. 66,633$5,588,0003.47%
Financial Advisors Network, Inc. 45,859$3,815,0003.30%
View complete list of ISHARES TR shareholders