ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 386 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,121,948 | -4.5% | 11,345 | -2.7% | 0.49% | +1.2% |
| Q2 2023 | $1,175,253 | -2.9% | 11,660 | -2.1% | 0.48% | -6.8% |
| Q1 2023 | $1,210,503 | -2.4% | 11,907 | +0.0% | 0.52% | -6.5% |
| Q4 2022 | $1,240,683 | +13.5% | 11,902 | -0.6% | 0.55% | +15.9% |
| Q3 2022 | $1,093,000 | -5.6% | 11,975 | +3.8% | 0.48% | -7.5% |
| Q2 2022 | $1,158,000 | -51.8% | 11,532 | -48.7% | 0.52% | +10.7% |
| Q1 2022 | $2,400,000 | +141.0% | 22,458 | +127.7% | 0.47% | +20.4% |
| Q4 2021 | $996,000 | +36.1% | 9,861 | +27.0% | 0.39% | +22.4% |
| Q3 2021 | $732,000 | +10.1% | 7,762 | +12.6% | 0.32% | +8.6% |
| Q2 2021 | $665,000 | +25.5% | 6,894 | +23.4% | 0.29% | +15.0% |
| Q1 2021 | $530,000 | +19.6% | 5,585 | +10.6% | 0.25% | +19.2% |
| Q4 2020 | $443,000 | +4.2% | 5,048 | -4.4% | 0.21% | -12.7% |
| Q3 2020 | $425,000 | -26.2% | 5,281 | -25.7% | 0.24% | -31.7% |
| Q2 2020 | $576,000 | +16.4% | 7,103 | +2.6% | 0.36% | -2.7% |
| Q1 2020 | $495,000 | -23.6% | 6,925 | +4.8% | 0.37% | -5.2% |
| Q4 2019 | $648,000 | +11.0% | 6,606 | +6.5% | 0.39% | +3.8% |
| Q3 2019 | $584,000 | +2.6% | 6,203 | +2.9% | 0.37% | +160.8% |
| Q2 2019 | $569,000 | +19.3% | 6,026 | +17.6% | 0.14% | -56.1% |
| Q1 2019 | $477,000 | +10.4% | 5,123 | +0.0% | 0.33% | +16.4% |
| Q4 2018 | $432,000 | -6.9% | 5,121 | -0.1% | 0.28% | -10.8% |
| Q3 2018 | $464,000 | +9.2% | 5,125 | +2.5% | 0.31% | +6.8% |
| Q2 2018 | $425,000 | +2.2% | 5,001 | +1.4% | 0.29% | -0.3% |
| Q1 2018 | $416,000 | -6.7% | 4,932 | -0.5% | 0.30% | +2.4% |
| Q4 2017 | $446,000 | – | 4,956 | – | 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% |