ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 575 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $120,545 | -20.9% | 1,196 | -20.3% | 0.02% | 0.0% |
| Q1 2023 | $152,490 | -72.9% | 1,500 | -72.0% | 0.02% | -56.4% |
| Q4 2022 | $563,591 | +13.6% | 5,366 | +12.1% | 0.04% | +14.7% |
| Q1 2022 | $496,000 | +91.5% | 4,788 | +91.1% | 0.03% | +100.0% |
| Q4 2021 | $259,000 | -99.4% | 2,506 | +367.5% | 0.02% | +21.4% |
| Q3 2016 | $43,035,000 | -2.3% | 536 | -40.6% | 0.01% | +133.3% |
| Q2 2016 | $44,062,000 | +253.1% | 902 | +430.6% | 0.01% | +200.0% |
| Q4 2015 | $12,480,000 | +103900.0% | 170 | 0.0% | 0.00% | -66.7% |
| Q1 2015 | $12,000 | – | 170 | – | 0.01% | – |
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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% |