ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 680 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $391,872 | +19493.6% | 3,888 | +21500.0% | 0.00% | – |
| Q2 2022 | $2,000 | -95.7% | 18 | -96.1% | 0.00% | – |
| Q4 2021 | $47,000 | -93.8% | 466 | -94.2% | 0.00% | -100.0% |
| Q3 2021 | $762,000 | +25300.0% | 8,080 | +23664.7% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | -97.0% | 34 | -97.3% | 0.00% | -100.0% |
| Q3 2020 | $101,000 | +1162.5% | 1,251 | +1163.6% | 0.00% | – |
| Q2 2020 | $8,000 | -99.9% | 99 | -99.9% | 0.00% | -100.0% |
| Q1 2020 | $5,986,000 | -20.7% | 83,657 | +8.7% | 0.05% | -10.5% |
| Q4 2019 | $7,550,000 | +8.2% | 76,985 | +3.8% | 0.06% | -1.7% |
| Q3 2019 | $6,981,000 | +26750.0% | 74,138 | +26664.6% | 0.06% | – |
| Q2 2019 | $26,000 | +2500.0% | 277 | +1878.6% | 0.00% | – |
| Q4 2018 | $1,000 | -99.9% | 14 | -99.9% | 0.00% | -100.0% |
| Q3 2018 | $1,811,000 | -48.8% | 20,003 | -52.3% | 0.02% | -56.8% |
| Q1 2018 | $3,540,000 | -3.9% | 41,909 | +2.5% | 0.04% | -2.6% |
| Q4 2017 | $3,684,000 | +93.9% | 40,870 | +49.7% | 0.04% | +90.0% |
| Q3 2015 | $1,900,000 | -87.7% | 27,310 | -86.7% | 0.02% | -93.9% |
| Q2 2014 | $15,496,000 | – | 205,549 | – | 0.33% | – |
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% |