ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 499 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,305,689 | +15.2% | 23,316 | +17.5% | 0.00% | – |
Q2 2023 | $2,000,783 | -8.4% | 19,851 | -7.6% | 0.00% | – |
Q1 2023 | $2,183,556 | -0.4% | 21,479 | +2.1% | 0.00% | -100.0% |
Q4 2022 | $2,192,704 | -88.1% | 21,035 | -89.6% | 0.00% | -75.0% |
Q3 2022 | $18,418,000 | -23.5% | 201,760 | -15.8% | 0.00% | -20.0% |
Q2 2022 | $24,066,000 | +949.5% | 239,633 | +1016.9% | 0.01% | – |
Q1 2022 | $2,293,000 | +80.1% | 21,455 | +70.2% | 0.00% | – |
Q4 2021 | $1,273,000 | -49.9% | 12,606 | -53.2% | 0.00% | – |
Q3 2021 | $2,539,000 | +125.9% | 26,931 | +131.2% | 0.00% | – |
Q2 2021 | $1,124,000 | -0.1% | 11,647 | -1.7% | 0.00% | – |
Q1 2021 | $1,125,000 | +7.0% | 11,853 | -1.2% | 0.00% | – |
Q4 2020 | $1,051,000 | -5.7% | 11,991 | -13.4% | 0.00% | – |
Q3 2020 | $1,114,000 | -23.8% | 13,841 | -23.2% | 0.00% | – |
Q2 2020 | $1,462,000 | -6.2% | 18,024 | -17.2% | 0.00% | -100.0% |
Q1 2020 | $1,558,000 | -45.6% | 21,778 | -25.4% | 0.00% | 0.0% |
Q4 2019 | $2,863,000 | +7.8% | 29,187 | +3.5% | 0.00% | 0.0% |
Q3 2019 | $2,656,000 | -1.3% | 28,207 | -0.9% | 0.00% | 0.0% |
Q2 2019 | $2,690,000 | +4.4% | 28,466 | +3.0% | 0.00% | 0.0% |
Q1 2019 | $2,577,000 | +4.6% | 27,627 | -5.4% | 0.00% | 0.0% |
Q4 2018 | $2,464,000 | -66.8% | 29,208 | -64.3% | 0.00% | -50.0% |
Q3 2018 | $7,415,000 | +125.4% | 81,895 | +111.6% | 0.00% | +100.0% |
Q2 2018 | $3,289,000 | -0.6% | 38,703 | -1.2% | 0.00% | 0.0% |
Q1 2018 | $3,310,000 | +1.3% | 39,170 | +8.1% | 0.00% | 0.0% |
Q4 2017 | $3,267,000 | -44.8% | 36,239 | -47.4% | 0.00% | -50.0% |
Q3 2017 | $5,923,000 | +3.8% | 68,914 | +0.4% | 0.00% | 0.0% |
Q2 2017 | $5,708,000 | -19.7% | 68,652 | -19.0% | 0.00% | 0.0% |
Q1 2017 | $7,111,000 | +3.4% | 84,788 | +1.4% | 0.00% | 0.0% |
Q4 2016 | $6,874,000 | -21.9% | 83,579 | -22.9% | 0.00% | -33.3% |
Q3 2016 | $8,807,000 | -0.2% | 108,352 | +0.8% | 0.00% | 0.0% |
Q2 2016 | $8,827,000 | +38.7% | 107,453 | +31.8% | 0.00% | +50.0% |
Q1 2016 | $6,362,000 | +16.5% | 81,554 | +9.7% | 0.00% | 0.0% |
Q4 2015 | $5,460,000 | +12.3% | 74,371 | +6.5% | 0.00% | +100.0% |
Q3 2015 | $4,861,000 | -6.3% | 69,862 | -1.0% | 0.00% | 0.0% |
Q2 2015 | $5,190,000 | +3.3% | 70,542 | +5.3% | 0.00% | 0.0% |
Q1 2015 | $5,023,000 | -0.1% | 66,988 | +2.0% | 0.00% | 0.0% |
Q4 2014 | $5,026,000 | +1.8% | 65,672 | +0.1% | 0.00% | 0.0% |
Q3 2014 | $4,937,000 | -50.9% | 65,621 | -50.8% | 0.00% | 0.0% |
Q2 2014 | $10,052,000 | +112.2% | 133,334 | +101.0% | 0.00% | 0.0% |
Q1 2014 | $4,738,000 | -0.0% | 66,332 | -1.7% | 0.00% | 0.0% |
Q4 2013 | $4,740,000 | -47.6% | 67,477 | -50.6% | 0.00% | 0.0% |
Q3 2013 | $9,048,000 | +102.2% | 136,494 | +102.3% | 0.00% | 0.0% |
Q2 2013 | $4,475,000 | – | 67,456 | – | 0.00% | – |
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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% |