ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 327 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $257,000 | +15.2% | 2,543 | +7.4% | 0.03% | 0.0% |
| Q3 2021 | $223,000 | -2.6% | 2,368 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $229,000 | +2.7% | 2,368 | +0.6% | 0.03% | -5.6% |
| Q1 2021 | $223,000 | +8.3% | 2,354 | 0.0% | 0.04% | +2.9% |
| Q4 2020 | $206,000 | -9.3% | 2,354 | +1.5% | 0.04% | -16.7% |
| Q4 2019 | $227,000 | +4.6% | 2,319 | +0.6% | 0.04% | -4.5% |
| Q3 2019 | $217,000 | -0.5% | 2,306 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $218,000 | -4.4% | 2,306 | -5.8% | 0.04% | -6.4% |
| Q1 2019 | $228,000 | +10.7% | 2,448 | +0.2% | 0.05% | -4.1% |
| Q4 2018 | $206,000 | -6.4% | 2,442 | +0.5% | 0.05% | +8.9% |
| Q3 2018 | $220,000 | +6.8% | 2,429 | +0.3% | 0.04% | +2.3% |
| Q2 2018 | $206,000 | +0.5% | 2,422 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $205,000 | -5.1% | 2,422 | +0.9% | 0.04% | -4.3% |
| Q4 2017 | $216,000 | +6.4% | 2,400 | +1.7% | 0.05% | +2.2% |
| Q3 2017 | $203,000 | -2.9% | 2,359 | -6.3% | 0.04% | 0.0% |
| Q2 2017 | $209,000 | -0.9% | 2,517 | 0.0% | 0.04% | -6.2% |
| Q1 2017 | $211,000 | +2.9% | 2,517 | +0.9% | 0.05% | 0.0% |
| Q4 2016 | $205,000 | – | 2,495 | – | 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% |