ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 450 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $288,000 | -0.7% | 3,575 | 0.0% | 0.11% | -8.8% |
| Q2 2020 | $290,000 | -29.1% | 3,575 | -14.4% | 0.12% | -25.1% |
| Q4 2019 | $409,000 | +4.1% | 4,175 | 0.0% | 0.17% | -6.2% |
| Q3 2019 | $393,000 | -22.9% | 4,175 | -22.7% | 0.18% | -22.3% |
| Q2 2019 | $510,000 | +3.4% | 5,401 | +2.2% | 0.23% | +5.5% |
| Q1 2019 | $493,000 | +10.5% | 5,287 | 0.0% | 0.22% | +4.3% |
| Q4 2018 | $446,000 | -9.2% | 5,287 | -2.5% | 0.21% | +9.5% |
| Q3 2018 | $491,000 | +6.5% | 5,425 | 0.0% | 0.19% | -2.1% |
| Q2 2018 | $461,000 | -18.4% | 5,425 | -18.8% | 0.19% | -24.8% |
| Q1 2018 | $565,000 | -6.3% | 6,685 | 0.0% | 0.26% | -14.3% |
| Q4 2017 | $603,000 | +4.9% | 6,685 | 0.0% | 0.30% | -2.6% |
| Q3 2017 | $575,000 | +3.4% | 6,685 | 0.0% | 0.31% | -2.2% |
| Q2 2017 | $556,000 | -20.9% | 6,685 | -20.3% | 0.32% | -4.5% |
| Q1 2017 | $703,000 | +1.9% | 8,385 | 0.0% | 0.33% | +3.1% |
| Q4 2016 | $690,000 | – | 8,385 | – | 0.32% | – |
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% |