ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 169 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.58 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $45,000 | 0.0% | 470 | 0.0% | 0.02% | +21.1% |
| Q1 2021 | $45,000 | +9.8% | 470 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $41,000 | +7.9% | 470 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $38,000 | 0.0% | 470 | 0.0% | 0.02% | -5.0% |
| Q2 2020 | $38,000 | +11.8% | 470 | 0.0% | 0.02% | -9.1% |
| Q1 2020 | $34,000 | -26.1% | 470 | 0.0% | 0.02% | +4.8% |
| Q4 2019 | $46,000 | +4.5% | 470 | 0.0% | 0.02% | +5.0% |
| Q3 2019 | $44,000 | 0.0% | 470 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $44,000 | 0.0% | 470 | 0.0% | 0.02% | +5.3% |
| Q1 2019 | $44,000 | +76.0% | 470 | +56.7% | 0.02% | +58.3% |
| Q4 2018 | $25,000 | -7.4% | 300 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $27,000 | +8.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $25,000 | -30.6% | 300 | -29.4% | 0.01% | 0.0% |
| Q1 2018 | $36,000 | -5.3% | 425 | 0.0% | 0.01% | -9.1% |
| Q4 2017 | $38,000 | +2.7% | 425 | 0.0% | 0.01% | -8.3% |
| Q3 2017 | $37,000 | +5.7% | 425 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $35,000 | -16.7% | 425 | -23.4% | 0.01% | -42.9% |
| Q3 2014 | $42,000 | +55.6% | 555 | +56.3% | 0.02% | +61.5% |
| Q2 2014 | $27,000 | +8.0% | 355 | 0.0% | 0.01% | +62.5% |
| Q1 2014 | $25,000 | 0.0% | 355 | 0.0% | 0.01% | -11.1% |
| Q4 2013 | $25,000 | +4.2% | 355 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $24,000 | 0.0% | 355 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $24,000 | – | 355 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stratford Consulting, LLC | 366,371 | $30,097,000 | 13.53% |
| Noven Financial Group, Inc. | 220,819 | $18,140,000 | 12.21% |
| ARS Wealth Advisors, LLC | 218,205 | $17,926,000 | 7.62% |
| LBMC INVESTMENT ADVISORS, LLC | 423,000 | $34,749,000 | 6.97% |
| Corbenic Partners LLC | 81,759 | $6,717,000 | 6.89% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 197,624 | $16,235,000 | 6.67% |
| Manifold Partners, LLC | 79,328 | $7,296,000 | 5.81% |
| Friedenthal Financial | 68,070 | $5,592,000 | 4.82% |
| FundX Investment Group, LLC | 234,667 | $19,278,000 | 4.82% |
| Simply Money Advisors | 380,142 | $31,229,000 | 4.81% |