ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 365 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $210,000 | -5.8% | 2,087 | 0.0% | 0.07% | +8.1% |
| Q1 2022 | $223,000 | +6.2% | 2,087 | 0.0% | 0.06% | +8.8% |
| Q4 2021 | $210,000 | +0.5% | 2,087 | -3.8% | 0.06% | -8.1% |
| Q2 2021 | $209,000 | -24.5% | 2,169 | -25.7% | 0.06% | -29.5% |
| Q1 2021 | $277,000 | +3.4% | 2,920 | -4.4% | 0.09% | -1.1% |
| Q4 2020 | $268,000 | +5.5% | 3,055 | -1.9% | 0.09% | -3.3% |
| Q3 2020 | $254,000 | -22.3% | 3,115 | -22.8% | 0.09% | -27.6% |
| Q2 2020 | $327,000 | +13.5% | 4,035 | 0.0% | 0.13% | +0.8% |
| Q1 2020 | $288,000 | -27.1% | 4,035 | 0.0% | 0.13% | -17.6% |
| Q4 2019 | $395,000 | +4.2% | 4,035 | 0.0% | 0.15% | -3.2% |
| Q3 2019 | $379,000 | -19.9% | 4,035 | -18.9% | 0.16% | -21.8% |
| Q2 2019 | $473,000 | +2.8% | 4,974 | +1.6% | 0.20% | -2.9% |
| Q1 2019 | $460,000 | +4.3% | 4,894 | -6.5% | 0.21% | -5.5% |
| Q4 2018 | $441,000 | -3.9% | 5,232 | +4.2% | 0.22% | +4.3% |
| Q3 2018 | $459,000 | +7.7% | 5,019 | 0.0% | 0.21% | +1.0% |
| Q2 2018 | $426,000 | +0.5% | 5,019 | 0.0% | 0.21% | -4.1% |
| Q1 2018 | $424,000 | -9.0% | 5,019 | 0.0% | 0.22% | -6.8% |
| Q4 2017 | $466,000 | +5.4% | 5,019 | -2.6% | 0.23% | -11.7% |
| Q3 2017 | $442,000 | +3.0% | 5,151 | -0.2% | 0.26% | -8.3% |
| Q2 2017 | $429,000 | – | 5,161 | – | 0.29% | – |
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% |