ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 555 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $210,000 | -5.8% | 2,095 | +0.3% | 0.10% | +9.8% |
Q1 2022 | $223,000 | +3.7% | 2,089 | -2.0% | 0.09% | +9.5% |
Q4 2021 | $215,000 | -11.2% | 2,131 | -17.0% | 0.08% | -22.9% |
Q3 2021 | $242,000 | -2.0% | 2,569 | +0.5% | 0.11% | -1.8% |
Q2 2021 | $247,000 | +2.5% | 2,557 | +0.5% | 0.11% | -5.9% |
Q1 2021 | $241,000 | +8.6% | 2,545 | +0.5% | 0.12% | +1.7% |
Q4 2020 | $222,000 | +9.4% | 2,532 | +0.6% | 0.12% | -4.9% |
Q3 2020 | $203,000 | 0.0% | 2,517 | +0.6% | 0.12% | -7.6% |
Q2 2020 | $203,000 | -3.3% | 2,502 | +16.8% | 0.13% | -2.9% |
Q4 2019 | $210,000 | – | 2,142 | – | 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% |