ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 484 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $306,000 | +5.9% | 2,865 | 0.0% | 0.10% | +2.1% |
| Q4 2021 | $289,000 | +7.0% | 2,865 | 0.0% | 0.10% | -4.0% |
| Q3 2021 | $270,000 | -2.5% | 2,865 | 0.0% | 0.10% | +3.1% |
| Q2 2021 | $277,000 | -46.3% | 2,865 | -47.3% | 0.10% | -34.7% |
| Q1 2021 | $516,000 | +8.6% | 5,438 | +0.4% | 0.15% | -0.7% |
| Q4 2020 | $475,000 | +28.0% | 5,415 | +33.2% | 0.15% | -47.0% |
| Q3 2020 | $371,000 | +10.4% | 4,066 | -1.8% | 0.28% | +58.5% |
| Q2 2020 | $336,000 | -9.4% | 4,140 | +1.8% | 0.18% | -36.9% |
| Q1 2020 | $371,000 | 0.0% | 4,066 | 0.0% | 0.28% | 0.0% |
| Q3 2019 | $371,000 | -2.9% | 4,066 | +0.5% | 0.28% | -16.2% |
| Q2 2019 | $382,000 | +1.6% | 4,045 | +0.4% | 0.33% | -4.3% |
| Q1 2019 | $376,000 | +11.2% | 4,027 | +0.5% | 0.35% | +17.2% |
| Q4 2018 | $338,000 | – | 4,007 | – | 0.30% | – |
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% |