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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $19,000 | +5.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | -91.1% | 200 | -90.9% | 0.00% | -85.7% |
| Q2 2020 | $179,000 | +14.0% | 2,200 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $157,000 | -47.7% | 2,200 | -28.1% | 0.01% | -33.3% |
| Q4 2019 | $300,000 | -18.7% | 3,060 | -22.0% | 0.01% | -20.0% |
| Q3 2019 | $369,000 | +102.7% | 3,925 | +103.9% | 0.02% | +114.3% |
| Q2 2019 | $182,000 | +1.1% | 1,925 | 0.0% | 0.01% | +16.7% |
| Q1 2019 | $180,000 | +10.4% | 1,925 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $163,000 | -6.3% | 1,925 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $174,000 | +6.1% | 1,925 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $164,000 | +0.6% | 1,925 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $163,000 | -5.8% | 1,925 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $173,000 | +4.8% | 1,925 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $165,000 | -29.5% | 1,925 | -31.9% | 0.01% | -28.6% |
| Q2 2017 | $234,000 | +28.6% | 2,825 | +29.9% | 0.01% | +40.0% |
| Q1 2017 | $182,000 | -30.5% | 2,175 | -31.5% | 0.01% | -28.6% |
| Q4 2016 | $262,000 | -20.8% | 3,175 | -22.0% | 0.01% | -30.0% |
| Q3 2016 | $331,000 | -5.7% | 4,070 | -4.7% | 0.01% | -9.1% |
| Q2 2016 | $351,000 | +5.4% | 4,270 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $333,000 | +27.1% | 4,270 | +19.6% | 0.01% | +57.1% |
| Q4 2015 | $262,000 | +142.6% | 3,570 | +130.3% | 0.01% | +133.3% |
| Q3 2015 | $108,000 | – | 1,550 | – | 0.00% | – |
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% |