ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 450 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $282,000 | +13.3% | 3,475 | 0.0% | 0.08% | -4.9% |
| Q1 2020 | $249,000 | -96.8% | 3,475 | -95.6% | 0.08% | -96.0% |
| Q4 2019 | $7,711,000 | +10.4% | 78,631 | +6.0% | 2.03% | -0.1% |
| Q3 2019 | $6,983,000 | +16.7% | 74,161 | +17.1% | 2.03% | +7.2% |
| Q2 2019 | $5,986,000 | +1301.9% | 63,345 | +1284.6% | 1.90% | +1148.7% |
| Q1 2019 | $427,000 | +261.9% | 4,575 | +226.8% | 0.15% | +171.4% |
| Q4 2018 | $118,000 | +73.5% | 1,400 | +43.6% | 0.06% | +21.7% |
| Q3 2015 | $68,000 | -5.6% | 975 | 0.0% | 0.05% | -6.1% |
| Q2 2015 | $72,000 | -1.4% | 975 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $73,000 | -2.7% | 975 | 0.0% | 0.05% | -10.9% |
| Q4 2014 | $75,000 | – | 975 | – | 0.06% | – |
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% |