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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,795 | +0.1% | 3,608 | +2.1% | 0.32% | -2.4% |
| Q2 2023 | $356,293 | +55.9% | 3,535 | +61.3% | 0.33% | +62.1% |
| Q4 2022 | $228,494 | -53.4% | 2,192 | -59.1% | 0.20% | -63.0% |
| Q3 2022 | $490,000 | -46.6% | 5,359 | -41.3% | 0.55% | -60.3% |
| Q2 2022 | $917,000 | +246.0% | 9,128 | +237.7% | 1.38% | +651.6% |
| Q4 2019 | $265,000 | +2.7% | 2,703 | -1.6% | 0.18% | -7.5% |
| Q3 2019 | $258,000 | -4.8% | 2,747 | -4.1% | 0.20% | +25.2% |
| Q2 2019 | $271,000 | -5.6% | 2,865 | -6.8% | 0.16% | -14.5% |
| Q1 2019 | $287,000 | +26.4% | 3,074 | +14.1% | 0.19% | -3.1% |
| Q4 2018 | $227,000 | -8.1% | 2,693 | +0.0% | 0.19% | -20.3% |
| Q3 2018 | $247,000 | -21.8% | 2,692 | -27.6% | 0.24% | -33.2% |
| Q2 2018 | $316,000 | -9.2% | 3,717 | -9.6% | 0.36% | -15.3% |
| Q1 2018 | $348,000 | -1.4% | 4,112 | +5.3% | 0.43% | -4.7% |
| Q4 2017 | $353,000 | – | 3,906 | – | 0.45% | – |
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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% |