ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 689 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,836,443 | -1.7% | 18,570 | +0.2% | 0.18% | +0.5% |
| Q2 2023 | $1,868,166 | -1.9% | 18,535 | -1.1% | 0.18% | -8.0% |
| Q1 2023 | $1,904,891 | -3.4% | 18,737 | -1.0% | 0.20% | -9.5% |
| Q4 2022 | $1,972,310 | +13.7% | 18,920 | -0.4% | 0.22% | -12.0% |
| Q3 2022 | $1,734,000 | -8.5% | 18,993 | +0.6% | 0.25% | -1.2% |
| Q2 2022 | $1,896,000 | +0.6% | 18,878 | +7.1% | 0.25% | +12.4% |
| Q1 2022 | $1,884,000 | +8.0% | 17,621 | +2.0% | 0.23% | -1.7% |
| Q4 2021 | $1,745,000 | +7.1% | 17,277 | -0.0% | 0.23% | -6.9% |
| Q3 2021 | $1,629,000 | -2.3% | 17,283 | +0.0% | 0.25% | -11.5% |
| Q2 2021 | $1,668,000 | – | 17,281 | – | 0.28% | – |
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% |