ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 555 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $407,000 | +36.1% | 3,809 | +28.6% | 0.03% | +47.6% |
| Q4 2021 | $299,000 | +19.6% | 2,961 | +11.8% | 0.02% | +10.5% |
| Q3 2021 | $250,000 | +2.0% | 2,648 | +4.2% | 0.02% | -29.6% |
| Q2 2021 | $245,000 | +2.5% | 2,542 | +0.9% | 0.03% | -3.6% |
| Q1 2021 | $239,000 | +13.8% | 2,519 | +5.2% | 0.03% | +3.7% |
| Q4 2020 | $210,000 | -4.5% | 2,394 | +6.7% | 0.03% | -18.2% |
| Q4 2019 | $220,000 | – | 2,243 | – | 0.03% | – |
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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% |