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 | $299,637 | -1.9% | 3,030 | 0.0% | 0.13% | +1.5% |
| Q2 2023 | $305,394 | -0.9% | 3,030 | 0.0% | 0.13% | -9.7% |
| Q1 2023 | $308,030 | -2.5% | 3,030 | 0.0% | 0.14% | -7.7% |
| Q4 2022 | $315,847 | +8.5% | 3,030 | -4.8% | 0.16% | -4.3% |
| Q3 2022 | $291,000 | -6.7% | 3,184 | +2.6% | 0.16% | -0.6% |
| Q2 2022 | $312,000 | -3.7% | 3,102 | +2.4% | 0.16% | +5.1% |
| Q1 2022 | $324,000 | +31.7% | 3,030 | +24.5% | 0.16% | +36.8% |
| Q4 2021 | $246,000 | +237.0% | 2,433 | +211.9% | 0.11% | +86.9% |
| Q3 2019 | $73,000 | – | 780 | – | 0.06% | – |
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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% |