ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 499 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,660,000 | -32.1% | 37,182 | -7.0% | 1.04% | -10.6% |
| Q4 2019 | $3,919,000 | +3.3% | 39,963 | -0.8% | 1.16% | -11.5% |
| Q3 2019 | $3,793,000 | -3.0% | 40,279 | -2.7% | 1.31% | +6789.5% |
| Q2 2019 | $3,911,000 | +1.7% | 41,383 | +0.4% | 0.02% | -9.5% |
| Q1 2019 | $3,844,000 | +9.5% | 41,200 | -0.9% | 0.02% | -92.3% |
| Q4 2018 | $3,509,000 | -10.3% | 41,591 | -4.1% | 0.27% | -82.7% |
| Q1 2018 | $3,910,000 | -0.6% | 43,378 | -5.2% | 1.57% | -6.1% |
| Q4 2017 | $3,934,000 | -2.5% | 45,772 | -5.7% | 1.67% | -1.1% |
| Q2 2017 | $4,034,000 | – | 48,527 | – | 1.69% | – |
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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% |