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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $22,975 | -3.5% | 232,329 | -1.7% | 1.28% | -18.7% |
Q2 2023 | $23,815 | -9.1% | 236,284 | -8.3% | 1.57% | 0.0% |
Q1 2023 | $26,195 | -1.8% | 257,679 | +0.7% | 1.57% | +1.6% |
Q4 2022 | $26,668 | -99.9% | 255,829 | -0.1% | 1.55% | -2.2% |
Q3 2022 | $23,374,000 | -4.2% | 256,049 | +5.4% | 1.58% | -1.9% |
Q2 2022 | $24,395,000 | +73.5% | 242,909 | +84.6% | 1.61% | +89.0% |
Q1 2022 | $14,062,000 | +4.0% | 131,559 | -1.8% | 0.85% | +2.2% |
Q4 2021 | $13,526,000 | +6.7% | 133,939 | -0.4% | 0.84% | -35.1% |
Q3 2021 | $12,671,000 | -17.1% | 134,429 | -15.1% | 1.29% | +7.8% |
Q2 2021 | $15,279,000 | +0.2% | 158,279 | -1.5% | 1.19% | +0.2% |
Q1 2021 | $15,255,000 | +8.3% | 160,769 | +0.1% | 1.19% | +3.1% |
Q4 2020 | $14,085,000 | -12.1% | 160,659 | -19.3% | 1.16% | -21.9% |
Q3 2020 | $16,016,000 | -9.3% | 199,009 | -8.6% | 1.48% | -13.2% |
Q2 2020 | $17,663,000 | -38.1% | 217,664 | -45.4% | 1.70% | -47.2% |
Q1 2020 | $28,515,000 | -26.9% | 398,539 | +0.3% | 3.22% | -11.0% |
Q4 2019 | $38,982,000 | +1.0% | 397,489 | -3.0% | 3.62% | -6.3% |
Q3 2019 | $38,597,000 | +15.8% | 409,909 | +16.2% | 3.87% | +13.9% |
Q2 2019 | $33,337,000 | -0.6% | 352,769 | -1.9% | 3.40% | -2.2% |
Q1 2019 | $33,542,000 | -10.6% | 359,543 | -19.1% | 3.47% | -21.4% |
Q4 2018 | $37,500,000 | -14.7% | 444,421 | -8.4% | 4.42% | +1.3% |
Q3 2018 | $43,950,000 | +6.3% | 485,416 | -0.2% | 4.36% | +1.4% |
Q2 2018 | $41,350,000 | -4.1% | 486,526 | -4.7% | 4.30% | -3.5% |
Q1 2018 | $43,108,000 | -6.0% | 510,276 | -0.1% | 4.46% | -6.3% |
Q4 2017 | $45,843,000 | -3.3% | 511,010 | -10.8% | 4.76% | -5.0% |
Q3 2017 | $47,389,000 | +1.8% | 572,690 | +2.2% | 5.01% | +0.9% |
Q2 2017 | $46,562,000 | -37.5% | 560,115 | -36.9% | 4.96% | -37.6% |
Q1 2017 | $74,472,000 | +18.7% | 888,050 | +16.4% | 7.96% | +7.1% |
Q4 2016 | $62,747,000 | +138.8% | 762,880 | +136.0% | 7.43% | +129.6% |
Q3 2016 | $26,273,000 | +32.6% | 323,240 | +34.0% | 3.24% | +38.1% |
Q2 2016 | $19,817,000 | +35.7% | 241,225 | +28.9% | 2.34% | +45.4% |
Q1 2016 | $14,603,000 | -21.2% | 187,190 | -25.8% | 1.61% | -12.0% |
Q4 2015 | $18,522,000 | +23.8% | 252,310 | +17.4% | 1.83% | +24.0% |
Q3 2015 | $14,959,000 | -20.0% | 214,990 | -13.8% | 1.48% | -4.0% |
Q1 2015 | $18,697,000 | – | 249,320 | – | 1.54% | – |
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% |