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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $45 | +164.7% | 439 | +152.3% | 0.00% | – |
| Q3 2023 | $17 | -48.5% | 174 | -46.5% | 0.00% | -100.0% |
| Q2 2023 | $33 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $33 | -2.9% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $34 | -99.9% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -9.1% | 325 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | -5.7% | 325 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $35,000 | +12.9% | 325 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | +40.9% | 325 | +39.5% | 0.00% | – |
| Q2 2021 | $22,000 | 0.0% | 233 | 0.0% | 0.00% | – |
| Q1 2021 | $22,000 | +10.0% | 233 | 0.0% | 0.00% | – |
| Q4 2020 | $20,000 | +5.3% | 233 | 0.0% | 0.00% | – |
| Q3 2020 | $19,000 | 0.0% | 233 | 0.0% | 0.00% | – |
| Q2 2020 | $19,000 | +1800.0% | 233 | +1841.7% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | – | 12 | – | 0.00% | – |
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% |