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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $846,103 | +6.0% | 8,556 | +8.0% | 0.23% | +19.5% |
Q2 2023 | $798,458 | -0.7% | 7,922 | +0.1% | 0.19% | -0.5% |
Q1 2023 | $804,232 | +10.1% | 7,911 | +12.9% | 0.19% | +5.5% |
Q4 2022 | $730,305 | +2.9% | 7,006 | -9.9% | 0.18% | -6.7% |
Q3 2022 | $710,000 | -9.1% | 7,774 | 0.0% | 0.19% | -4.9% |
Q2 2022 | $781,000 | -3.7% | 7,774 | +2.5% | 0.20% | +18.6% |
Q1 2022 | $811,000 | +32.1% | 7,587 | +24.7% | 0.17% | +25.5% |
Q4 2021 | $614,000 | +2.3% | 6,083 | -4.4% | 0.14% | +1.5% |
Q3 2021 | $600,000 | -40.8% | 6,366 | -44.3% | 0.14% | -7.5% |
Q2 2021 | $1,013,000 | +72.3% | 11,437 | +84.6% | 0.15% | 0.0% |
Q1 2021 | $588,000 | +23.3% | 6,197 | +13.8% | 0.15% | +12.3% |
Q4 2020 | $477,000 | -15.9% | 5,445 | +0.7% | 0.13% | -26.6% |
Q3 2020 | $567,000 | +33.4% | 5,407 | +3.2% | 0.18% | +21.2% |
Q2 2020 | $425,000 | -1.2% | 5,240 | +12.0% | 0.15% | -47.9% |
Q1 2020 | $430,000 | -17.8% | 4,677 | -12.3% | 0.28% | +43.6% |
Q4 2019 | $523,000 | +4.8% | 5,334 | +0.6% | 0.20% | -3.0% |
Q3 2019 | $499,000 | +2.9% | 5,301 | +2.8% | 0.20% | +0.5% |
Q2 2019 | $485,000 | +19.8% | 5,157 | +18.9% | 0.20% | +19.0% |
Q1 2019 | $405,000 | +2.0% | 4,338 | -7.9% | 0.17% | -8.2% |
Q4 2018 | $397,000 | – | 4,710 | – | 0.18% | – |
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% |