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 | $3,963 | -96.6% | 40,722 | -96.5% | 2.12% | -41.4% |
| Q2 2023 | $116,493 | +2758.0% | 1,157,519 | +2786.7% | 3.62% | +62.9% |
| Q1 2023 | $4,076 | -4.9% | 40,099 | -2.5% | 2.22% | -10.0% |
| Q4 2022 | $4,284 | -99.9% | 41,128 | +1.9% | 2.47% | +3.4% |
| Q3 2022 | $3,926,000 | +18.5% | 40,370 | +4.1% | 2.39% | +24.9% |
| Q3 2020 | $3,313,000 | +8.9% | 38,781 | -8.8% | 1.91% | -27.6% |
| Q1 2020 | $3,041,000 | -26.3% | 42,506 | +1.0% | 2.64% | -1.0% |
| Q4 2019 | $4,126,000 | – | 42,073 | – | 2.67% | – |
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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% |