ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 490 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $599,654 | -36.5% | 5,998 | -36.0% | 0.09% | -36.6% |
| Q2 2023 | $945,044 | -40.3% | 9,376 | -39.8% | 0.14% | -44.3% |
| Q1 2023 | $1,584,110 | -7.7% | 15,582 | -5.4% | 0.26% | -22.5% |
| Q4 2022 | $1,717,026 | -41.5% | 16,472 | -48.8% | 0.33% | -43.5% |
| Q3 2022 | $2,935,000 | -11.6% | 32,146 | -2.8% | 0.58% | -11.6% |
| Q2 2022 | $3,320,000 | +732.1% | 33,056 | +785.0% | 0.66% | +928.1% |
| Q1 2022 | $399,000 | +60.9% | 3,735 | +51.9% | 0.06% | +56.1% |
| Q4 2021 | $248,000 | +6.9% | 2,459 | 0.0% | 0.04% | -33.9% |
| Q3 2021 | $232,000 | +112.8% | 2,459 | +113.8% | 0.06% | +210.0% |
| Q1 2021 | $109,000 | +808.3% | 1,150 | +687.7% | 0.02% | +400.0% |
| Q3 2020 | $12,000 | -45.5% | 146 | -45.9% | 0.00% | -60.0% |
| Q2 2020 | $22,000 | -79.2% | 270 | -81.8% | 0.01% | -84.6% |
| Q1 2020 | $106,000 | -42.7% | 1,486 | -21.4% | 0.06% | -27.8% |
| Q4 2019 | $185,000 | +3.9% | 1,891 | 0.0% | 0.09% | -4.3% |
| Q3 2019 | $178,000 | +0.6% | 1,891 | +1.1% | 0.09% | -8.7% |
| Q2 2019 | $177,000 | -2.7% | 1,870 | -4.2% | 0.10% | +1.0% |
| Q1 2019 | $182,000 | +30.0% | 1,953 | +18.1% | 0.10% | +7.4% |
| Q4 2018 | $140,000 | -25.5% | 1,654 | -19.7% | 0.10% | -11.2% |
| Q3 2018 | $188,000 | +6.8% | 2,059 | +0.6% | 0.11% | 0.0% |
| Q2 2018 | $176,000 | +252.0% | 2,047 | +242.9% | 0.11% | +234.4% |
| Q1 2018 | $50,000 | -7.4% | 597 | 0.0% | 0.03% | -3.0% |
| Q4 2017 | $54,000 | – | 597 | – | 0.03% | – |
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% |