ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 481 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,378,165 | -4.1% | 104,947 | -2.3% | 0.98% | -9.4% |
| Q2 2023 | $10,827,143 | +0.4% | 107,423 | +1.3% | 1.08% | -8.0% |
| Q1 2023 | $10,781,290 | +0.1% | 106,052 | +2.6% | 1.17% | -8.9% |
| Q4 2022 | $10,771,535 | +20.2% | 103,334 | +5.3% | 1.28% | +11.4% |
| Q3 2022 | $8,962,000 | +1.9% | 98,170 | +12.1% | 1.15% | +2.2% |
| Q2 2022 | $8,796,000 | +11.9% | 87,585 | +19.1% | 1.13% | +45.2% |
| Q1 2022 | $7,858,000 | +12.2% | 73,519 | +6.0% | 0.78% | +5.9% |
| Q4 2021 | $7,003,000 | +9.3% | 69,343 | +2.0% | 0.73% | -6.6% |
| Q3 2021 | $6,406,000 | -6.7% | 67,964 | -4.5% | 0.79% | -13.8% |
| Q2 2021 | $6,868,000 | +7.7% | 71,144 | +5.9% | 0.91% | -6.2% |
| Q1 2021 | $6,377,000 | +36.5% | 67,199 | +26.1% | 0.97% | +19.7% |
| Q4 2020 | $4,672,000 | +0.2% | 53,290 | -8.0% | 0.81% | -9.8% |
| Q3 2020 | $4,662,000 | +4.3% | 57,924 | +5.2% | 0.90% | -11.6% |
| Q2 2020 | $4,470,000 | +19.3% | 55,087 | +5.2% | 1.02% | -2.6% |
| Q1 2020 | $3,748,000 | – | 52,385 | – | 1.04% | – |
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% |