ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 731 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $600,958 | -87.9% | 5,766 | -88.3% | 0.24% | -86.3% |
| Q2 2022 | $4,958,000 | +9621.6% | 49,369 | +6795.1% | 1.74% | +7166.7% |
| Q1 2020 | $51,000 | -96.7% | 716 | -95.5% | 0.02% | -97.5% |
| Q4 2019 | $1,561,000 | +4.4% | 15,919 | +0.3% | 0.96% | +5.4% |
| Q3 2019 | $1,495,000 | +36.2% | 15,877 | +36.6% | 0.91% | +40.7% |
| Q2 2019 | $1,098,000 | +63.2% | 11,621 | +61.0% | 0.64% | +52.6% |
| Q1 2019 | $673,000 | +29.4% | 7,219 | +17.2% | 0.42% | +6.0% |
| Q4 2018 | $520,000 | – | 6,162 | – | 0.40% | – |
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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% |