ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 182 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $461,903 | +74.2% | 4,529 | +68.9% | 0.03% | +47.4% |
| Q3 2023 | $265,175 | +9.8% | 2,682 | +11.9% | 0.02% | +18.8% |
| Q2 2023 | $241,443 | -0.6% | 2,396 | +0.3% | 0.02% | +23.1% |
| Q1 2023 | $242,984 | +14.1% | 2,390 | +17.0% | 0.01% | -7.1% |
| Q4 2022 | $212,879 | -75.8% | 2,042 | -78.8% | 0.01% | -78.1% |
| Q3 2022 | $880,000 | -19.3% | 9,641 | -11.1% | 0.06% | -16.9% |
| Q2 2022 | $1,090,000 | +352.3% | 10,849 | +381.1% | 0.08% | +413.3% |
| Q1 2022 | $241,000 | +5.7% | 2,255 | +0.0% | 0.02% | +7.1% |
| Q4 2021 | $228,000 | -59.8% | 2,254 | -70.7% | 0.01% | -94.1% |
| Q2 2015 | $567,000 | -1.6% | 7,704 | +0.3% | 0.24% | -2.9% |
| Q1 2015 | $576,000 | -2.0% | 7,679 | 0.0% | 0.24% | +0.8% |
| Q4 2014 | $588,000 | +1.7% | 7,679 | 0.0% | 0.24% | +7.1% |
| Q3 2014 | $578,000 | -15.2% | 7,679 | -15.1% | 0.23% | -10.0% |
| Q2 2014 | $682,000 | +1.5% | 9,048 | -3.7% | 0.25% | -34.1% |
| Q1 2014 | $672,000 | – | 9,397 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stratford Consulting, LLC | 366,371 | $30,097,000 | 13.53% |
| Noven Financial Group, Inc. | 220,819 | $18,140,000 | 12.21% |
| ARS Wealth Advisors, LLC | 218,205 | $17,926,000 | 7.62% |
| LBMC INVESTMENT ADVISORS, LLC | 423,000 | $34,749,000 | 6.97% |
| Corbenic Partners LLC | 81,759 | $6,717,000 | 6.89% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 197,624 | $16,235,000 | 6.67% |
| Manifold Partners, LLC | 79,328 | $7,296,000 | 5.81% |
| Friedenthal Financial | 68,070 | $5,592,000 | 4.82% |
| FundX Investment Group, LLC | 234,667 | $19,278,000 | 4.82% |
| Simply Money Advisors | 380,142 | $31,229,000 | 4.81% |