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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,503 | -5.0% | 3,089 | -3.2% | 0.01% | 0.0% |
| Q2 2023 | $321,552 | +301.9% | 3,190 | +219.0% | 0.01% | -14.3% |
| Q3 2020 | $80,000 | -1.2% | 1,000 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $81,000 | -15.6% | 1,000 | -25.4% | 0.01% | -27.3% |
| Q1 2020 | $96,000 | -26.2% | 1,341 | +1.2% | 0.01% | -26.7% |
| Q4 2019 | $130,000 | +4.8% | 1,325 | +0.8% | 0.02% | -21.1% |
| Q3 2019 | $124,000 | +30.5% | 1,315 | +31.5% | 0.02% | +11.8% |
| Q2 2019 | $95,000 | +2.2% | 1,000 | 0.0% | 0.02% | -37.0% |
| Q1 2019 | $93,000 | -27.9% | 1,000 | -29.6% | 0.03% | -34.1% |
| Q3 2018 | $129,000 | +51.8% | 1,420 | +42.0% | 0.04% | +13.9% |
| Q2 2018 | $85,000 | +1.2% | 1,000 | 0.0% | 0.04% | -39.0% |
| Q1 2018 | $84,000 | -6.7% | 1,000 | 0.0% | 0.06% | -14.5% |
| Q4 2017 | $90,000 | – | 1,000 | – | 0.07% | – |
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% |