ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 458 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,120 | -48.8% | 72 | -47.8% | 0.00% | -50.0% |
Q2 2023 | $13,909 | -0.9% | 138 | 0.0% | 0.00% | -20.0% |
Q1 2023 | $14,029 | -2.5% | 138 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $14,385 | -96.6% | 138 | -97.1% | 0.01% | -96.9% |
Q3 2022 | $428,000 | -12.7% | 4,685 | -4.0% | 0.16% | -6.9% |
Q2 2022 | $490,000 | -7.0% | 4,879 | -1.1% | 0.18% | +4.2% |
Q1 2022 | $527,000 | -25.1% | 4,934 | -29.2% | 0.17% | -23.6% |
Q4 2021 | $704,000 | -13.2% | 6,971 | -18.9% | 0.22% | -18.8% |
Q3 2021 | $811,000 | -3.5% | 8,599 | -1.2% | 0.27% | +0.7% |
Q2 2021 | $840,000 | -6.5% | 8,705 | -8.0% | 0.27% | -14.3% |
Q1 2021 | $898,000 | +9.9% | 9,464 | +1.6% | 0.31% | +0.6% |
Q4 2020 | $817,000 | +4.3% | 9,319 | -4.2% | 0.31% | -2.8% |
Q3 2020 | $783,000 | +5.2% | 9,729 | +6.1% | 0.32% | -7.2% |
Q2 2020 | $744,000 | +13.9% | 9,173 | +0.5% | 0.35% | -2.3% |
Q1 2020 | $653,000 | -24.8% | 9,129 | +3.1% | 0.35% | -5.9% |
Q4 2019 | $868,000 | -8.6% | 8,852 | -12.3% | 0.38% | -16.8% |
Q3 2019 | $950,000 | -1.0% | 10,092 | -0.6% | 0.45% | -1.3% |
Q2 2019 | $960,000 | +6.4% | 10,158 | +5.1% | 0.46% | +0.9% |
Q1 2019 | $902,000 | +23.9% | 9,666 | +12.0% | 0.45% | +7.8% |
Q4 2018 | $728,000 | – | 8,627 | – | 0.42% | – |
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% |