ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 697 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,515 | -76.1% | 167 | -74.8% | 0.00% | -100.0% |
Q4 2022 | $69,111 | +15.2% | 663 | 0.0% | 0.00% | +100.0% |
Q3 2022 | $60,000 | 0.0% | 663 | +10.9% | 0.00% | -50.0% |
Q2 2022 | $60,000 | -29.4% | 598 | -25.1% | 0.00% | 0.0% |
Q1 2022 | $85,000 | +325.0% | 798 | +299.0% | 0.00% | +100.0% |
Q4 2021 | $20,000 | +5.3% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $19,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $19,000 | +5.6% | 200 | -7.0% | 0.00% | 0.0% |
Q4 2020 | $18,000 | -40.0% | 215 | -43.9% | 0.00% | -50.0% |
Q3 2020 | $30,000 | +76.5% | 383 | +78.1% | 0.00% | +100.0% |
Q2 2020 | $17,000 | +13.3% | 215 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $15,000 | -79.7% | 215 | -71.8% | 0.00% | -80.0% |
Q4 2019 | $74,000 | – | 763 | – | 0.01% | – |
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% |