ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 378 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $31,645 | -3.8% | 320 | -2.1% | 0.00% | 0.0% |
Q2 2023 | $32,908 | +155.9% | 327 | +157.5% | 0.00% | +200.0% |
Q1 2023 | $12,860 | -43.5% | 127 | -42.0% | 0.00% | -50.0% |
Q4 2022 | $22,776 | -97.4% | 219 | -97.7% | 0.00% | -97.7% |
Q3 2022 | $883,000 | -29.6% | 9,676 | -22.5% | 0.09% | -28.5% |
Q2 2022 | $1,254,000 | +7276.5% | 12,488 | +7705.0% | 0.12% | +12200.0% |
Q1 2022 | $17,000 | -98.3% | 160 | -98.4% | 0.00% | -98.4% |
Q4 2021 | $1,012,000 | +7.2% | 10,017 | +0.0% | 0.06% | -6.1% |
Q3 2021 | $944,000 | +0.6% | 10,013 | +3.0% | 0.07% | +6.5% |
Q2 2021 | $938,000 | +1.7% | 9,721 | +0.0% | 0.06% | -6.1% |
Q1 2021 | $922,000 | +16.0% | 9,718 | +7.1% | 0.07% | +3.1% |
Q4 2020 | $795,000 | +7.7% | 9,070 | -1.1% | 0.06% | +1.6% |
Q3 2020 | $738,000 | -2.8% | 9,170 | -1.9% | 0.06% | +3.3% |
Q2 2020 | $759,000 | +8.9% | 9,350 | -4.0% | 0.06% | -4.7% |
Q1 2020 | $697,000 | -33.4% | 9,736 | -8.7% | 0.06% | -28.1% |
Q4 2019 | $1,046,000 | +6.2% | 10,669 | +2.0% | 0.09% | -2.2% |
Q3 2019 | $985,000 | +3.4% | 10,459 | +3.7% | 0.09% | -13.3% |
Q2 2019 | $953,000 | -0.4% | 10,083 | -1.7% | 0.10% | -10.3% |
Q1 2019 | $957,000 | +39.7% | 10,255 | +26.3% | 0.12% | +23.2% |
Q4 2018 | $685,000 | -9.9% | 8,119 | -3.2% | 0.10% | -1.0% |
Q3 2018 | $760,000 | +9.8% | 8,390 | +3.1% | 0.10% | +2.1% |
Q2 2018 | $692,000 | +346.5% | 8,140 | +344.8% | 0.09% | +347.6% |
Q1 2018 | $155,000 | -26.9% | 1,830 | -22.1% | 0.02% | -34.4% |
Q4 2017 | $212,000 | – | 2,350 | – | 0.03% | – |
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% |