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 | $244,654 | -1.9% | 2,474 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $249,355 | -0.9% | 2,474 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $251,507 | -4.6% | 2,474 | -2.2% | 0.01% | -8.3% |
| Q4 2022 | $263,727 | -10.3% | 2,530 | -21.6% | 0.01% | -20.0% |
| Q3 2022 | $294,000 | -33.5% | 3,225 | -26.8% | 0.02% | -34.8% |
| Q2 2022 | $442,000 | -6.2% | 4,405 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $471,000 | +16.3% | 4,405 | +9.9% | 0.02% | +15.0% |
| Q4 2021 | $405,000 | +7.1% | 4,007 | 0.0% | 0.02% | -9.1% |
| Q3 2021 | $378,000 | -20.6% | 4,007 | -18.7% | 0.02% | -24.1% |
| Q2 2021 | $476,000 | +9.2% | 4,930 | +7.2% | 0.03% | -17.1% |
| Q1 2021 | $436,000 | +21.4% | 4,597 | +12.2% | 0.04% | +29.6% |
| Q4 2020 | $359,000 | +69.3% | 4,097 | +55.5% | 0.03% | +50.0% |
| Q3 2020 | $212,000 | – | 2,635 | – | 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% |