ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 689 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $726,160 | -13.1% | 7,343 | -11.5% | 0.17% | -5.1% |
| Q2 2023 | $835,863 | -0.9% | 8,293 | 0.0% | 0.18% | -6.9% |
| Q1 2023 | $843,078 | -2.5% | 8,293 | 0.0% | 0.19% | -10.5% |
| Q4 2022 | $864,474 | +14.2% | 8,293 | 0.0% | 0.21% | +2.4% |
| Q3 2022 | $757,000 | -9.1% | 8,293 | 0.0% | 0.20% | -9.7% |
| Q2 2022 | $833,000 | -6.0% | 8,293 | 0.0% | 0.23% | +7.1% |
| Q1 2022 | $886,000 | +5.7% | 8,293 | 0.0% | 0.21% | +1.4% |
| Q4 2021 | $838,000 | +21.1% | 8,293 | -3.5% | 0.21% | -58.2% |
| Q3 2021 | $692,000 | -13.6% | 8,593 | +3.6% | 0.50% | +119.3% |
| Q2 2021 | $801,000 | +1.8% | 8,293 | 0.0% | 0.23% | -23.7% |
| Q1 2021 | $787,000 | +4.5% | 8,293 | -3.5% | 0.30% | -35.3% |
| Q4 2020 | $753,000 | +8.8% | 8,593 | 0.0% | 0.46% | -7.6% |
| Q3 2020 | $692,000 | -0.7% | 8,593 | 0.0% | 0.50% | -12.7% |
| Q2 2020 | $697,000 | +13.3% | 8,593 | 0.0% | 0.57% | -8.2% |
| Q1 2020 | $615,000 | – | 8,593 | – | 0.62% | – |
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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% |