ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 691 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,497 | -2.9% | 56 | 0.0% | 0.00% | – |
| Q2 2023 | $5,662 | +1.0% | 56 | +1.8% | 0.00% | – |
| Q1 2023 | $5,606 | -76.3% | 55 | -75.8% | 0.00% | -100.0% |
| Q4 2022 | $23,617 | -90.0% | 227 | -91.6% | 0.00% | -93.8% |
| Q4 2020 | $236,000 | +8.8% | 2,700 | 0.0% | 0.02% | -5.9% |
| Q3 2020 | $217,000 | -0.9% | 2,700 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $219,000 | -17.0% | 2,700 | 0.0% | 0.02% | -5.3% |
| Q4 2019 | $264,000 | +3.9% | 2,700 | 0.0% | 0.02% | -5.0% |
| Q3 2019 | $254,000 | -83.1% | 2,700 | -84.9% | 0.02% | -90.1% |
| Q1 2017 | $1,504,000 | -19.1% | 17,940 | -20.6% | 0.20% | -22.3% |
| Q4 2016 | $1,859,000 | -47.4% | 22,606 | -48.0% | 0.26% | -48.7% |
| Q3 2016 | $3,533,000 | -37.4% | 43,473 | -36.7% | 0.51% | -40.3% |
| Q2 2016 | $5,643,000 | – | 68,686 | – | 0.85% | – |
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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% |