ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 297 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $209,000 | -55.8% | 2,204 | -56.6% | 0.06% | -49.5% |
| Q1 2019 | $473,000 | -59.9% | 5,074 | -63.7% | 0.11% | -50.7% |
| Q4 2018 | $1,179,000 | +1.5% | 13,995 | +9.3% | 0.22% | +20.3% |
| Q3 2018 | $1,162,000 | +10.4% | 12,805 | +3.2% | 0.19% | +2.2% |
| Q2 2018 | $1,053,000 | -10.4% | 12,405 | -10.8% | 0.18% | -16.4% |
| Q1 2018 | $1,175,000 | -10.4% | 13,902 | -4.3% | 0.22% | -13.4% |
| Q4 2017 | $1,311,000 | +13.5% | 14,532 | +8.0% | 0.25% | +1.2% |
| Q3 2017 | $1,155,000 | +1.0% | 13,452 | -2.1% | 0.25% | -4.6% |
| Q2 2017 | $1,143,000 | -3.1% | 13,740 | -2.5% | 0.26% | -10.6% |
| Q1 2017 | $1,180,000 | +3.0% | 14,090 | +1.1% | 0.29% | -6.1% |
| Q4 2016 | $1,146,000 | +22.0% | 13,930 | +20.6% | 0.31% | +13.9% |
| Q3 2016 | $939,000 | -7.3% | 11,553 | -6.2% | 0.27% | -13.3% |
| Q2 2016 | $1,013,000 | +187.8% | 12,315 | +173.8% | 0.32% | +174.8% |
| Q1 2016 | $352,000 | – | 4,498 | – | 0.12% | – |
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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% |