Baird Financial Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 374 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.

Quarter-by-quarter ownership
Baird Financial Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,983,116
-1.8%
30,166
+0.1%
0.01%0.0%
Q2 2023$3,037,048
-6.6%
30,132
-5.8%
0.01%0.0%
Q1 2023$3,252,916
+89413.4%
31,998
-8.2%
0.01%
-20.0%
Q4 2022$3,634
-99.9%
34,866
-29.2%
0.01%
-23.1%
Q3 2022$4,496,000
+3.8%
49,250
+14.2%
0.01%
+8.3%
Q2 2022$4,330,000
+25.4%
43,115
+33.5%
0.01%
+33.3%
Q1 2022$3,452,000
-6.7%
32,295
-11.9%
0.01%0.0%
Q4 2021$3,701,000
+3.6%
36,649
-3.3%
0.01%0.0%
Q3 2021$3,573,000
-58.6%
37,911
-57.6%
0.01%
-59.1%
Q2 2021$8,636,000
+2.0%
89,464
+0.3%
0.02%
-8.3%
Q1 2021$8,466,000
+5.8%
89,219
-2.2%
0.02%0.0%
Q4 2020$8,001,000
+6.9%
91,264
-1.8%
0.02%
-7.7%
Q3 2020$7,483,000
-1.1%
92,974
-0.2%
0.03%
-7.1%
Q2 2020$7,563,000
+16.9%
93,192
+3.1%
0.03%
-6.7%
Q1 2020$6,468,000
-22.1%
90,401
+6.7%
0.03%0.0%
Q4 2019$8,308,000
+10.7%
84,717
+6.3%
0.03%0.0%
Q3 2019$7,507,000
-3.4%
79,719
-3.0%
0.03%0.0%
Q2 2019$7,769,000
+556.7%
82,202
+548.2%
0.03%
+328.6%
Q1 2019$1,183,000
-49.4%
12,681
-54.3%
0.01%
-56.2%
Q4 2018$2,339,000
-9.1%
27,725
-1.9%
0.02%0.0%
Q3 2018$2,573,000
+8.4%
28,261
+1.2%
0.02%0.0%
Q2 2018$2,374,000
-13.5%
27,932
-14.0%
0.02%
-15.8%
Q1 2018$2,744,000
-5.2%
32,480
+1.1%
0.02%
-9.5%
Q4 2017$2,895,000
+10.8%
32,121
+5.6%
0.02%
+5.0%
Q3 2017$2,613,000
+31.7%
30,404
+27.4%
0.02%
+25.0%
Q2 2017$1,984,000
-0.9%
23,866
-0.1%
0.02%0.0%
Q1 2017$2,003,000
-1.9%
23,887
-3.8%
0.02%
-11.1%
Q4 2016$2,041,000
+2.4%
24,820
+1.2%
0.02%0.0%
Q3 2016$1,994,000
+1.8%
24,534
+4.2%
0.02%0.0%
Q2 2016$1,958,000
+5.5%
23,554
-1.0%
0.02%0.0%
Q1 2016$1,856,000
+75.1%
23,792
+64.8%
0.02%
+63.6%
Q4 2015$1,060,000
+307.7%
14,440
+286.9%
0.01%
+266.7%
Q3 2015$260,000
+3.6%
3,732
+9.2%
0.00%
+50.0%
Q2 2015$251,0003,4170.00%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Titus Wealth Management 159,714$13,493,000,00012.98%
Stratford Consulting, LLC 377,305$31,875,00012.14%
LBMC INVESTMENT ADVISORS, LLC 409,632$34,606,0005.99%
Gunma Bank,Ltd. 61,000$5,153,0005.69%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,277$17,933,0005.50%
Smart Money Group LLC 54,996$4,646,0004.72%
Divergent Wealth Advisors 145,255$12,271,0004.59%
Sanchez Wealth Management Group 54,578$4,524,0004.57%
Wharton Business Group, LLC 510,276$43,108,0004.46%
Keystone Financial Planning, Inc. 75,169$6,350,0003.54%
View complete list of ISHARES TR shareholders