ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 386 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $90,000 | +5.9% | 845 | 0.0% | 0.01% | +14.3% |
| Q4 2021 | $85,000 | +6.2% | 845 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $80,000 | -2.4% | 845 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $82,000 | +2.5% | 845 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $80,000 | +8.1% | 845 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $74,000 | +8.8% | 845 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $68,000 | -1.4% | 845 | 0.0% | 0.01% | -20.0% |
| Q2 2020 | $69,000 | +15.0% | 845 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $60,000 | -27.7% | 845 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $83,000 | +3.8% | 845 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $80,000 | 0.0% | 845 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $80,000 | +1.3% | 845 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $79,000 | +11.3% | 845 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $71,000 | -7.8% | 845 | 0.0% | 0.02% | +14.3% |
| Q3 2018 | $77,000 | +6.9% | 845 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $72,000 | +1.4% | 845 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $71,000 | -6.6% | 845 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $76,000 | +4.1% | 845 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $73,000 | +4.3% | 845 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $70,000 | -1.4% | 845 | 0.0% | 0.02% | -5.9% |
| Q1 2017 | $71,000 | +1.4% | 845 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $70,000 | +1.4% | 845 | 0.0% | 0.02% | -5.6% |
| Q3 2016 | $69,000 | 0.0% | 845 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $69,000 | +4.5% | 845 | 0.0% | 0.02% | +5.9% |
| Q1 2016 | $66,000 | +6.5% | 845 | 0.0% | 0.02% | +13.3% |
| Q4 2015 | $62,000 | +5.1% | 845 | 0.0% | 0.02% | -6.2% |
| Q3 2015 | $59,000 | – | 845 | – | 0.02% | – |
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% |