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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $981,000 | +4.4% | 10,000 | 0.0% | 7.60% | +295.9% |
| Q3 2019 | $940,000 | -54.7% | 10,000 | -54.5% | 1.92% | -2.3% |
| Q2 2019 | $2,075,000 | -19.6% | 21,983 | -20.5% | 1.97% | -6.0% |
| Q1 2019 | $2,580,000 | -1.1% | 27,639 | -10.7% | 2.09% | -19.1% |
| Q4 2018 | $2,610,000 | +9.7% | 30,935 | +18.0% | 2.58% | +26.5% |
| Q3 2018 | $2,380,000 | +17.4% | 26,209 | +9.7% | 2.04% | -5.1% |
| Q2 2018 | $2,028,000 | +0.1% | 23,887 | -0.1% | 2.15% | +10.0% |
| Q1 2018 | $2,025,000 | -3.4% | 23,908 | +3.8% | 1.96% | +3.3% |
| Q4 2017 | $2,097,000 | – | 23,040 | – | 1.89% | – |
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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% |