ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 13 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,465,192 | +13.4% | 14,816 | +15.6% | 0.12% | +12.7% |
Q2 2023 | $1,291,749 | -15.7% | 12,816 | -15.0% | 0.11% | -23.1% |
Q1 2023 | $1,532,074 | -3.0% | 15,071 | -0.6% | 0.14% | -11.2% |
Q4 2022 | $1,580,048 | -46.5% | 15,157 | -53.1% | 0.16% | -4.7% |
Q3 2022 | $2,954,000 | -8.6% | 32,316 | +0.5% | 0.17% | -8.6% |
Q2 2022 | $3,231,000 | +8.4% | 32,150 | +15.2% | 0.18% | +27.6% |
Q1 2022 | $2,982,000 | +214.6% | 27,900 | +196.7% | 0.14% | +54.3% |
Q4 2021 | $948,000 | +1.1% | 9,403 | -3.1% | 0.09% | -2.1% |
Q2 2021 | $938,000 | +1.6% | 9,707 | -0.2% | 0.10% | -22.6% |
Q1 2021 | $923,000 | +7.8% | 9,725 | -0.4% | 0.12% | -1.6% |
Q4 2020 | $856,000 | -8.4% | 9,766 | -15.8% | 0.13% | -17.6% |
Q3 2020 | $934,000 | -7.5% | 11,604 | -6.8% | 0.15% | -16.4% |
Q2 2020 | $1,010,000 | +19.8% | 12,447 | +5.8% | 0.18% | -5.2% |
Q1 2020 | $843,000 | -29.0% | 11,765 | -2.8% | 0.19% | +7.2% |
Q4 2019 | $1,187,000 | +4.5% | 12,108 | +0.1% | 0.18% | -23.7% |
Q3 2019 | $1,136,000 | -0.2% | 12,096 | -0.1% | 0.24% | +58.4% |
Q2 2019 | $1,138,000 | +14.3% | 12,105 | +13.4% | 0.15% | -32.9% |
Q1 2019 | $996,000 | +7.1% | 10,679 | -4.1% | 0.22% | -11.2% |
Q4 2018 | $930,000 | – | 11,134 | – | 0.25% | – |
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% |