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 | $88,000 | -6.4% | 880 | 0.0% | 0.06% | +4.9% |
| Q1 2022 | $94,000 | +5.6% | 880 | 0.0% | 0.06% | +8.9% |
| Q4 2021 | $89,000 | +7.2% | 880 | 0.0% | 0.06% | -1.8% |
| Q3 2021 | $83,000 | -2.4% | 880 | 0.0% | 0.06% | -3.4% |
| Q2 2021 | $85,000 | +1.2% | 880 | 0.0% | 0.06% | -3.3% |
| Q1 2021 | $84,000 | +9.1% | 880 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $77,000 | +8.5% | 880 | 0.0% | 0.06% | -1.6% |
| Q3 2020 | $71,000 | 0.0% | 880 | 0.0% | 0.06% | -4.6% |
| Q2 2020 | $71,000 | +12.7% | 880 | 0.0% | 0.06% | -7.1% |
| Q1 2020 | $63,000 | -26.7% | 880 | 0.0% | 0.07% | -7.9% |
| Q4 2019 | $86,000 | +3.6% | 880 | 0.0% | 0.08% | -3.8% |
| Q3 2019 | $83,000 | 0.0% | 880 | 0.0% | 0.08% | -2.5% |
| Q2 2019 | $83,000 | +1.2% | 880 | 0.0% | 0.08% | -2.4% |
| Q1 2019 | $82,000 | +10.8% | 880 | 0.0% | 0.08% | -1.2% |
| Q4 2018 | $74,000 | -7.5% | 880 | 0.0% | 0.08% | +10.5% |
| Q3 2018 | $80,000 | +6.7% | 880 | 0.0% | 0.08% | +2.7% |
| Q2 2018 | $75,000 | +1.4% | 880 | 0.0% | 0.07% | -7.5% |
| Q1 2018 | $74,000 | -6.3% | 880 | 0.0% | 0.08% | -2.4% |
| Q4 2017 | $79,000 | +3.9% | 880 | 0.0% | 0.08% | -1.2% |
| Q3 2017 | $76,000 | +204.0% | 880 | +193.3% | 0.08% | +196.4% |
| Q2 2017 | $25,000 | – | 300 | – | 0.03% | – |
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% |