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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,824 | -8.2% | 2,698 | -6.4% | 0.01% | -10.0% |
| Q2 2023 | $290,697 | -0.8% | 2,884 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $293,109 | -3.1% | 2,883 | -0.7% | 0.01% | -9.1% |
| Q4 2022 | $302,503 | +29.8% | 2,902 | +13.5% | 0.01% | +10.0% |
| Q3 2022 | $233,000 | -9.3% | 2,556 | +0.1% | 0.01% | -9.1% |
| Q2 2022 | $257,000 | -3.7% | 2,554 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $267,000 | -0.4% | 2,554 | -3.7% | 0.01% | +22.2% |
| Q4 2021 | $268,000 | +7.2% | 2,651 | +0.1% | 0.01% | -10.0% |
| Q3 2021 | $250,000 | -6.0% | 2,649 | -3.7% | 0.01% | 0.0% |
| Q2 2021 | $266,000 | +1.9% | 2,752 | +0.1% | 0.01% | -9.1% |
| Q1 2021 | $261,000 | +8.3% | 2,750 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $241,000 | +1.7% | 2,749 | -6.8% | 0.01% | -15.4% |
| Q3 2020 | $237,000 | -17.4% | 2,949 | -16.6% | 0.01% | -23.5% |
| Q2 2020 | $287,000 | +17.1% | 3,534 | +3.0% | 0.02% | -5.6% |
| Q1 2020 | $245,000 | – | 3,431 | – | 0.02% | – |
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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% |