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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $384,979 | -63.0% | 3,893 | -62.2% | 0.02% | -63.6% |
| Q2 2023 | $1,039,145 | -63.6% | 10,310 | -62.4% | 0.07% | -66.8% |
| Q4 2022 | $2,854,821 | +9744.2% | 27,387 | +9029.0% | 0.20% | +2111.1% |
| Q4 2019 | $29,000 | +3.6% | 300 | 0.0% | 0.01% | -35.7% |
| Q3 2019 | $28,000 | +2700.0% | 300 | +2627.3% | 0.01% | +1300.0% |
| Q4 2017 | $1,000 | -83.3% | 11 | -83.3% | 0.00% | -75.0% |
| Q3 2017 | $6,000 | -99.9% | 66 | -99.9% | 0.00% | -99.9% |
| Q4 2016 | $7,570,000 | – | 92,035 | – | 5.13% | – |
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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% |