ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 498 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $924,746 | +8.7% | 9,351 | +10.8% | 0.67% | +12.7% |
| Q2 2023 | $850,996 | -10.2% | 8,443 | -9.4% | 0.59% | -16.3% |
| Q1 2023 | $947,460 | -7.0% | 9,320 | -4.6% | 0.71% | -15.1% |
| Q4 2022 | $1,018,814 | +14.3% | 9,774 | +0.2% | 0.83% | +1.3% |
| Q3 2022 | $891,000 | -6.2% | 9,756 | +3.1% | 0.82% | -13.1% |
| Q2 2022 | $950,000 | -2.6% | 9,462 | +3.7% | 0.95% | +20.4% |
| Q1 2022 | $975,000 | -28.9% | 9,125 | -32.8% | 0.79% | -24.1% |
| Q4 2021 | $1,372,000 | +8.2% | 13,588 | +1.0% | 1.04% | +2.5% |
| Q3 2021 | $1,268,000 | -2.2% | 13,452 | +0.2% | 1.01% | 0.0% |
| Q2 2021 | $1,296,000 | +1.9% | 13,425 | +0.2% | 1.01% | -4.4% |
| Q1 2021 | $1,272,000 | +8.3% | 13,402 | +0.1% | 1.06% | -2.8% |
| Q4 2020 | $1,174,000 | +27.3% | 13,391 | +16.9% | 1.09% | +10.4% |
| Q3 2020 | $922,000 | +3.6% | 11,456 | +4.5% | 0.98% | -3.5% |
| Q2 2020 | $890,000 | +2.7% | 10,961 | -9.6% | 1.02% | -14.8% |
| Q1 2020 | $867,000 | -29.6% | 12,121 | -3.4% | 1.20% | -5.0% |
| Q4 2019 | $1,231,000 | – | 12,549 | – | 1.26% | – |
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% |