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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,938 | -0.9% | 49 | 0.0% | 0.00% | – |
| Q1 2023 | $4,981 | -68.9% | 49 | -73.2% | 0.00% | -100.0% |
| Q3 2022 | $16,000 | +300.0% | 183 | +357.5% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 40 | +2.6% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 39 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -98.7% | 39 | -98.4% | 0.00% | -100.0% |
| Q3 2019 | $227,000 | -0.4% | 2,416 | 0.0% | 0.04% | -2.4% |
| Q2 2019 | $228,000 | +1.8% | 2,416 | +0.3% | 0.04% | -14.6% |
| Q1 2019 | $224,000 | +10.9% | 2,408 | +0.4% | 0.05% | -2.0% |
| Q4 2018 | $202,000 | – | 2,399 | – | 0.05% | – |
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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% |