ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 374 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $2,188,000 | -0.8% | 23,158 | -2.0% | 1.11% | -3.7% |
| Q1 2019 | $2,205,000 | +10.4% | 23,637 | -0.2% | 1.16% | -38.7% |
| Q4 2018 | $1,998,000 | -89.4% | 23,679 | -88.7% | 1.89% | -82.7% |
| Q4 2017 | $18,933,000 | +6.5% | 210,041 | +1.6% | 10.92% | +2.3% |
| Q3 2017 | $17,772,000 | +9.5% | 206,767 | +5.9% | 10.68% | +3.1% |
| Q2 2017 | $16,234,000 | +2.9% | 195,280 | +3.8% | 10.36% | +0.3% |
| Q1 2017 | $15,779,000 | +7.8% | 188,161 | +5.8% | 10.33% | +3.0% |
| Q4 2016 | $14,634,000 | -54.5% | 177,926 | -54.7% | 10.02% | -9.5% |
| Q3 2016 | $32,133,000 | +77.1% | 392,972 | +78.0% | 11.08% | -9.2% |
| Q2 2016 | $18,140,000 | +7.4% | 220,819 | +2.0% | 12.21% | +1.9% |
| Q1 2016 | $16,895,000 | – | 216,573 | – | 11.98% | – |
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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% |