ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $214,000 | -6.1% | 2,130 | 0.0% | 0.03% | +10.3% |
| Q1 2022 | $228,000 | +6.0% | 2,130 | 0.0% | 0.03% | +20.8% |
| Q4 2021 | $215,000 | +7.0% | 2,130 | +2.4% | 0.02% | -11.1% |
| Q3 2021 | $201,000 | 0.0% | 2,080 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $201,000 | -27.7% | 2,080 | -46.5% | 0.03% | -50.9% |
| Q1 2020 | $278,000 | -28.9% | 3,885 | -2.5% | 0.06% | -8.3% |
| Q4 2019 | $391,000 | -2.0% | 3,985 | -5.9% | 0.06% | -7.7% |
| Q3 2019 | $399,000 | -8.7% | 4,235 | -8.4% | 0.06% | -14.5% |
| Q2 2019 | $437,000 | +50.7% | 4,625 | +49.0% | 0.08% | +40.7% |
| Q1 2019 | $290,000 | 0.0% | 3,105 | -9.6% | 0.05% | -10.0% |
| Q4 2018 | $290,000 | -8.5% | 3,435 | -2.0% | 0.06% | +9.1% |
| Q3 2018 | $317,000 | -26.3% | 3,505 | -30.7% | 0.06% | -32.9% |
| Q2 2018 | $430,000 | +11.4% | 5,055 | +10.5% | 0.08% | +9.3% |
| Q1 2018 | $386,000 | +9.3% | 4,575 | +16.9% | 0.08% | +10.3% |
| Q4 2017 | $353,000 | – | 3,915 | – | 0.07% | – |
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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% |