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 | ||||
---|---|---|---|---|---|---|
Q2 2020 | $488,000 | -31.4% | 6,008 | -39.6% | 0.00% | -33.3% |
Q1 2020 | $711,000 | -42.9% | 9,941 | -21.8% | 0.00% | -25.0% |
Q4 2019 | $1,246,000 | -49.2% | 12,708 | -51.2% | 0.00% | -33.3% |
Q3 2019 | $2,452,000 | +74.5% | 26,043 | +75.1% | 0.01% | +20.0% |
Q2 2019 | $1,405,000 | -51.2% | 14,872 | -51.8% | 0.01% | -50.0% |
Q1 2019 | $2,881,000 | +9.7% | 30,879 | -0.7% | 0.01% | +11.1% |
Q4 2018 | $2,626,000 | +872.6% | 31,111 | +942.9% | 0.01% | +800.0% |
Q3 2018 | $270,000 | -93.0% | 2,983 | -93.4% | 0.00% | -92.3% |
Q2 2018 | $3,833,000 | +880.3% | 45,093 | +873.7% | 0.01% | +1200.0% |
Q1 2018 | $391,000 | -20.0% | 4,631 | -14.6% | 0.00% | -50.0% |
Q4 2017 | $489,000 | +27.0% | 5,424 | +21.0% | 0.00% | +100.0% |
Q3 2017 | $385,000 | +3.5% | 4,481 | +0.3% | 0.00% | 0.0% |
Q2 2017 | $372,000 | +72.2% | 4,469 | +73.6% | 0.00% | 0.0% |
Q1 2017 | $216,000 | +18.0% | 2,574 | +15.6% | 0.00% | 0.0% |
Q4 2016 | $183,000 | +12.3% | 2,226 | +11.3% | 0.00% | 0.0% |
Q3 2016 | $163,000 | -27.6% | 2,000 | -26.9% | 0.00% | 0.0% |
Q2 2016 | $225,000 | -7.0% | 2,736 | -11.9% | 0.00% | -50.0% |
Q1 2016 | $242,000 | +80.6% | 3,105 | +70.1% | 0.00% | +100.0% |
Q4 2015 | $134,000 | +7.2% | 1,825 | +1.4% | 0.00% | 0.0% |
Q3 2015 | $125,000 | -5.3% | 1,800 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $132,000 | -2.2% | 1,800 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $135,000 | – | 1,800 | – | 0.00% | – |
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% |