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 2019 | $273,000 | -99.0% | 2,903 | -99.0% | 0.10% | -99.1% |
| Q2 2019 | $26,293,000 | -0.3% | 278,232 | -1.5% | 10.87% | +21.5% |
| Q1 2019 | $26,360,000 | +7.5% | 282,560 | -2.7% | 8.95% | -2.0% |
| Q4 2018 | $24,515,000 | +28.8% | 290,533 | +24.1% | 9.13% | +87.6% |
| Q3 2016 | $19,029,000 | -1.3% | 234,112 | -0.2% | 4.86% | +1.0% |
| Q2 2016 | $19,278,000 | +1124.0% | 234,667 | +1062.6% | 4.82% | +1128.8% |
| Q1 2016 | $1,575,000 | – | 20,185 | – | 0.39% | – |
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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% |