ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 378 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $4,514,000 | +206.4% | 53,122 | +204.6% | 0.20% | +153.2% |
| Q1 2018 | $1,473,000 | +68.3% | 17,439 | +55.5% | 0.08% | -35.2% |
| Q1 2016 | $875,000 | -63.6% | 11,217 | -65.8% | 0.12% | -64.4% |
| Q4 2015 | $2,407,000 | +183.5% | 32,782 | +168.8% | 0.34% | +211.8% |
| Q3 2015 | $849,000 | -39.3% | 12,196 | -35.9% | 0.11% | -12.0% |
| Q2 2015 | $1,399,000 | +151.2% | 19,022 | +157.1% | 0.12% | +111.9% |
| Q3 2014 | $557,000 | – | 7,398 | – | 0.06% | – |
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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% |