ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 499 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $243,000 | -27.0% | 3,400 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $333,000 | +4.1% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $320,000 | -0.3% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $321,000 | +1.3% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $317,000 | +10.5% | 3,400 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $287,000 | +25.3% | 3,400 | +34.7% | 0.01% | +50.0% |
| Q3 2018 | $229,000 | +0.4% | 2,525 | -16.9% | 0.00% | -33.3% |
| Q1 2015 | $228,000 | -95.6% | 3,040 | -95.5% | 0.01% | -95.6% |
| Q4 2014 | $5,187,000 | +1.7% | 67,770 | 0.0% | 0.14% | +3.8% |
| Q3 2014 | $5,099,000 | -0.2% | 67,770 | 0.0% | 0.13% | +2.3% |
| Q2 2014 | $5,111,000 | +5.6% | 67,770 | 0.0% | 0.13% | -3.0% |
| Q1 2014 | $4,841,000 | +1.7% | 67,770 | 0.0% | 0.13% | -5.7% |
| Q4 2013 | $4,761,000 | – | 67,770 | – | 0.14% | – |
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% |