AIMZ Investment Advisors, LLC - ISHARES TR ownership

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
AIMZ Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
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$203,0000.0%2,517
+0.6%
0.12%
-7.6%
Q2 2020$203,000
-3.3%
2,502
+16.8%
0.13%
-2.9%
Q4 2019$210,0002,1420.14%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Stratford Consulting, LLC 373,709$31,339,00012.52%
Noven Financial Group, Inc. 188,161$15,779,00010.33%
Wharton Business Group, LLC 888,050$74,472,0007.96%
LBMC INVESTMENT ADVISORS, LLC 434,081$36,402,0006.51%
Corbenic Partners LLC 60,887$5,106,0006.26%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 197,529$16,565,0005.83%
ARS Wealth Advisors, LLC 147,911$12,404,0005.30%
Simply Money Advisors 404,049$33,884,0004.74%
Keystone Financial Planning, Inc. 66,633$5,588,0003.47%
Financial Advisors Network, Inc. 45,859$3,815,0003.30%
View complete list of ISHARES TR shareholders