ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 365 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $936,000 | +79.0% | 11,097 | +93.7% | 0.12% | +103.3% |
| Q3 2018 | $523,000 | +6.3% | 5,730 | 0.0% | 0.06% | +1.7% |
| Q2 2018 | $492,000 | +1.7% | 5,730 | 0.0% | 0.06% | -1.6% |
| Q1 2018 | $484,000 | -6.4% | 5,730 | 0.0% | 0.06% | -6.2% |
| Q4 2017 | $517,000 | +4.9% | 5,730 | -0.1% | 0.06% | -4.4% |
| Q3 2017 | $493,000 | – | 5,734 | – | 0.07% | – |
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% |