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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 3,299 | 0.0% | 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% | 3,815 | 0.0% | 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 | $18,000 | – | 250 | – | 0.00% | – |
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% |