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 | $6,169,253 | +21228.4% | 62,385 | +23005.6% | 0.02% | – |
| Q2 2023 | $28,925 | -98.9% | 270 | -99.0% | 0.00% | -100.0% |
| Q4 2022 | $2,725,563 | -73.0% | 26,147 | -76.3% | 0.02% | -75.0% |
| Q3 2022 | $10,093,000 | +70.1% | 110,555 | +87.2% | 0.06% | +36.4% |
| Q2 2022 | $5,933,000 | -18.8% | 59,072 | -13.6% | 0.04% | -29.0% |
| Q1 2022 | $7,311,000 | +747.2% | 68,400 | +647.5% | 0.06% | +463.6% |
| Q3 2021 | $863,000 | -77.5% | 9,151 | -77.4% | 0.01% | -82.0% |
| Q1 2021 | $3,843,000 | +1407.1% | 40,499 | +1291.2% | 0.06% | +1425.0% |
| Q4 2020 | $255,000 | -71.0% | 2,911 | -76.3% | 0.00% | -88.9% |
| Q1 2020 | $880,000 | -68.9% | 12,300 | -57.4% | 0.04% | -59.6% |
| Q4 2019 | $2,828,000 | – | 28,841 | – | 0.09% | – |
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% |