ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 481 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $206,000 | +2.0% | 2,130 | +0.1% | 0.03% | +7.4% |
| Q1 2021 | $202,000 | -38.8% | 2,127 | -43.5% | 0.03% | -51.8% |
| Q4 2020 | $330,000 | +4.8% | 3,765 | -3.8% | 0.06% | -3.4% |
| Q3 2020 | $315,000 | +0.3% | 3,913 | +1.1% | 0.06% | -17.1% |
| Q2 2020 | $314,000 | +12.9% | 3,872 | -0.5% | 0.07% | -5.4% |
| Q1 2020 | $278,000 | -80.1% | 3,892 | -72.7% | 0.07% | -75.0% |
| Q4 2019 | $1,396,000 | -0.4% | 14,237 | -4.3% | 0.30% | -10.0% |
| Q3 2019 | $1,401,000 | -6.7% | 14,880 | -6.4% | 0.33% | -10.4% |
| Q2 2019 | $1,502,000 | +37.2% | 15,895 | +35.4% | 0.37% | +19.9% |
| Q1 2019 | $1,095,000 | +11.3% | 11,742 | +0.7% | 0.31% | +1.3% |
| Q4 2018 | $984,000 | – | 11,661 | – | 0.30% | – |
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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% |