ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 481 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $91,000 | -42.0% | 955 | -56.4% | 0.01% | -69.6% |
| Q1 2020 | $157,000 | -75.6% | 2,191 | -66.6% | 0.02% | -72.0% |
| Q4 2019 | $644,000 | +5.1% | 6,569 | +1.0% | 0.08% | -7.9% |
| Q3 2019 | $613,000 | -5.4% | 6,505 | -5.1% | 0.09% | -13.6% |
| Q2 2019 | $648,000 | +14.1% | 6,852 | +12.5% | 0.10% | +6.2% |
| Q1 2019 | $568,000 | +7.8% | 6,088 | -2.5% | 0.10% | -4.9% |
| Q4 2018 | $527,000 | -44.7% | 6,241 | -40.7% | 0.10% | -41.7% |
| Q3 2018 | $953,000 | -13.4% | 10,524 | -18.8% | 0.18% | -19.0% |
| Q2 2018 | $1,101,000 | +39.4% | 12,958 | +38.6% | 0.22% | +20.7% |
| Q1 2018 | $790,000 | – | 9,350 | – | 0.18% | – |
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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% |