ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,625 | -29.5% | 7,724 | -27.2% | 0.27% | -27.9% |
| Q2 2023 | $1,068,686 | -5.0% | 10,603 | -3.1% | 0.38% | -4.8% |
| Q1 2023 | $1,125,414 | -8.1% | 10,939 | -6.9% | 0.40% | -15.1% |
| Q4 2022 | $1,224,413 | +13.0% | 11,746 | -1.1% | 0.47% | +2.2% |
| Q3 2022 | $1,084,000 | -10.1% | 11,872 | -1.2% | 0.46% | -5.2% |
| Q2 2022 | $1,206,000 | -10.8% | 12,012 | -4.4% | 0.48% | -1.4% |
| Q1 2022 | $1,352,000 | +3.3% | 12,565 | -3.1% | 0.49% | +4.0% |
| Q4 2021 | $1,309,000 | -2.7% | 12,964 | -8.0% | 0.47% | -12.2% |
| Q3 2021 | $1,345,000 | -5.0% | 14,091 | -3.4% | 0.54% | -10.5% |
| Q2 2021 | $1,416,000 | +1.9% | 14,584 | +0.1% | 0.60% | -16.7% |
| Q1 2021 | $1,390,000 | +0.7% | 14,576 | -7.4% | 0.72% | -12.3% |
| Q4 2020 | $1,380,000 | -4.2% | 15,738 | -12.1% | 0.82% | -23.5% |
| Q3 2020 | $1,441,000 | -7.6% | 17,902 | -6.8% | 1.08% | -12.1% |
| Q2 2020 | $1,559,000 | +12.7% | 19,209 | -0.6% | 1.22% | -14.3% |
| Q1 2020 | $1,383,000 | -28.5% | 19,330 | -2.0% | 1.43% | -3.1% |
| Q4 2019 | $1,934,000 | +1.4% | 19,721 | -2.6% | 1.47% | -6.4% |
| Q3 2019 | $1,907,000 | -1.1% | 20,248 | -0.8% | 1.58% | -3.6% |
| Q2 2019 | $1,929,000 | +0.8% | 20,411 | +0.5% | 1.63% | -6.1% |
| Q1 2019 | $1,914,000 | +17.6% | 20,318 | +5.3% | 1.74% | -3.2% |
| Q4 2018 | $1,628,000 | – | 19,293 | – | 1.80% | – |
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% |