ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 305 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.18 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $229,425 | -1.9% | 2,320 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $233,833 | -0.9% | 2,320 | 0.0% | 0.02% | -10.5% |
Q1 2023 | $235,851 | -2.5% | 2,320 | 0.0% | 0.02% | -9.5% |
Q4 2022 | $241,837 | +14.1% | 2,320 | 0.0% | 0.02% | +5.0% |
Q3 2022 | $212,000 | -9.0% | 2,320 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $233,000 | -10.4% | 2,320 | -4.5% | 0.02% | 0.0% |
Q1 2022 | $260,000 | +11.1% | 2,429 | +4.7% | 0.02% | +17.6% |
Q4 2021 | $234,000 | +6.8% | 2,320 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $219,000 | -2.2% | 2,320 | 0.0% | 0.02% | -5.6% |
Q2 2021 | $224,000 | +1.8% | 2,320 | 0.0% | 0.02% | -10.0% |
Q1 2021 | $220,000 | -3.1% | 2,320 | -10.3% | 0.02% | -13.0% |
Q4 2020 | $227,000 | +5.6% | 2,586 | -3.3% | 0.02% | -11.5% |
Q3 2020 | $215,000 | -5.3% | 2,674 | -4.4% | 0.03% | -13.3% |
Q2 2020 | $227,000 | +5.1% | 2,798 | -7.3% | 0.03% | -16.7% |
Q1 2020 | $216,000 | -27.0% | 3,018 | 0.0% | 0.04% | -7.7% |
Q4 2019 | $296,000 | -24.3% | 3,018 | -27.3% | 0.04% | -30.4% |
Q3 2019 | $391,000 | -2.5% | 4,151 | -2.2% | 0.06% | -6.7% |
Q2 2019 | $401,000 | +5.8% | 4,244 | +4.5% | 0.06% | -1.6% |
Q1 2019 | $379,000 | -3.3% | 4,062 | -12.6% | 0.06% | -15.3% |
Q4 2018 | $392,000 | -6.9% | 4,650 | 0.0% | 0.07% | +9.1% |
Q3 2018 | $421,000 | +6.6% | 4,650 | 0.0% | 0.07% | -2.9% |
Q2 2018 | $395,000 | +7.3% | 4,650 | +6.8% | 0.07% | +3.0% |
Q1 2018 | $368,000 | -6.4% | 4,355 | 0.0% | 0.07% | -5.7% |
Q4 2017 | $393,000 | +5.1% | 4,355 | 0.0% | 0.07% | -2.8% |
Q3 2017 | $374,000 | +3.3% | 4,355 | 0.0% | 0.07% | -1.4% |
Q2 2017 | $362,000 | +37.6% | 4,355 | +39.0% | 0.07% | +35.2% |
Q1 2017 | $263,000 | – | 3,132 | – | 0.05% | – |
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% |